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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 | $60,820 |
OCTOBER THREE CONSULTING LLC7+ years Service code 11 · EIN 27-1503891 | Actuarial | $43,288 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $24,000 |
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| 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 | 8.36% | 7.94%+0.4pp | 9.78%-1.4pp | 11.84%-3.5pp |
| Employer contribution / active EE | $30,639 | $42,390-27.7% | $46,889-34.7% | $17,339+76.7% |
| 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% |