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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3 years Service code 21 · EIN 23-3060382 | Bank Trustee | $1,054,371 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $552,278 |
Filed as: PETER CHANG ENTERPRISES Service code 13 · EIN 38-2958486 | Contract Administrator | $221,325 |
ACRO SERVICE CORPORATION3 years Service code 49 · EIN 38-2413629 | Other Services | $69,359 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $21,200 |
SHERMAN & STERLING LLP1 year Service code 29 · EIN 13-5514352 | Legal | $10,676 |
PBI1 year Filed as: PBI RESEARCH SERVICES LLP Service code 49 333 SOUTH SEVENTH STREET, SUITE 240 · MINNEAPOLIS, MN 55402 | Other Services | $6,672 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -15.63% | 1.88%-17.5pp | -5.12%-10.5pp | 2.78%-18.4pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |