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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Service code 21 · EIN 23-3060382 | Bank Trustee | $1,321,324 |
Filed as: PETER CHANG ENTERPRISES Service code 13 · EIN 38-2958486 | Contract Administrator | $235,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $214,254 |
ACRO SERVICE CORPORATION2 years Service code 49 · EIN 38-2413629 | Other Services | $91,590 |
GEORGE JOHNSON & COMPANY2 years Service code 10 · EIN 38-2029668 | Accounting | $21,200 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 4.33% | 8.91%-4.6pp | 7.32%-3.0pp | 13.24%-8.9pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |