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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $52,491 |
OCTOBER THREE CONSULTING LLC6+ years Service code 11 · EIN 27-1503891 | Actuarial | $48,315 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $23,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 9.62% | 6915.14%-6905.5pp | 380.71%-371.1pp | 627.08%-617.5pp |
| Employer contribution / active EE | $26,882 | $39,618-32.1% | $45,089-40.4% | $18,824+42.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |