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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 28 · EIN 04-2452803 | Investment Management | $45,493 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $37,126 |
MITCHELL & TITUS, LLP5+ years Service code 10 · EIN 13-2781641 | Accounting | $25,375 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,266 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 18.61% | 12.99%+5.6pp | 8.22%+10.4pp | 16.32%+2.3pp |
| Employer contribution / active EE | $8,386 | $9,929-15.5% | $46,636-82.0% | $17,007-50.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |