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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $399,549 |
OCTOBER THREE CONSULTING LLC8 years Service code 11 · EIN 27-1503891 | Actuarial | $212,463 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $24,075 |
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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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 11.37% | 10.02%+1.4pp | 35.16%-23.8pp | 9.89%+1.5pp |
| Employer contribution / active EE | $36,169 | $18,708+93.3% | $46,401-22.1% | $14,313+152.7% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |