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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Service code 21 · EIN 23-3060382 | Bank Trustee | $1,693,607 |
Service code 11 · EIN 53-0181291 | Actuarial | $715,045 |
Filed as: PETER CHANG ENTERPRISES Service code 13 · EIN 38-2958486 | Contract Administrator | $170,250 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $50,100 |
Filed as: GLOBAL SUPPLY SOLUTIONS Service code 15 · EIN 26-3082312 | Recordkeeping | $46,957 |
ACRO SERVICE CORPORATION1 year Service code 49 · EIN 38-2413629 | Other Services | $44,582 |
BUTZEL LONG1 year Service code 29 · EIN 38-2384883 | Legal | $6,804 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 9.10% | 24.77%-15.7pp | -2.84%+11.9pp | 12.86%-3.8pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |