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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Service code 21 · EIN 23-3060382 | Bank Trustee | $831,422 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $381,398 |
Filed as: PETER CHANG ENTERPRISES Service code 13 · EIN 38-2958486 | Contract Administrator | $122,925 |
ACRO SERVICE CORPORATION4 years Service code 49 · EIN 38-2413629 | Other Services | $92,880 |
PBI2 years Filed as: PBI RESEARCH SERVICES LLP Service code 49 333 SOUTH SEVENTH STREET, SUITE 240 · MINNEAPOLIS, MN 55402 | Other Services | $85,533 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $21,200 |
DYKEMA GOSSETT PLLC1 year Service code 29 · EIN 38-1446628 | Legal | $5,644 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.17% | 8.00%-1.8pp | 7.69%-1.5pp | 37.77%-31.6pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |