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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $439,240 |
OCTOBER THREE CONSULTING LLC6 years Service code 11 · EIN 27-1503891 | Actuarial | $42,824 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $33,925 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 13.29% | 7.94%+5.4pp | 9.78%+3.5pp | 11.84%+1.5pp |
| Employer contribution / active EE | $95,521 | $42,390+125.3% | $46,889+103.7% | $17,339+450.9% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |