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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 28 · EIN 04-2452803 | Investment Management | $3,760,872 |
Service code 11 · EIN 53-0181291 | Actuarial | $649,948 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $344,388 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $265,774 |
Service code 28 · EIN 94-3050577 | Investment Management | $131,974 |
HERRONPALMER1 year Filed as: HERRONPALMER LLC Service code 16 · EIN 45-4725418 | Consulting | $42,548 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $32,402 |
K&M PRINTING CO1 year Service code 36 · EIN 36-2896400 | Copying and duplicating | $11,289 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $6,185 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 28.30% | 22.40%+5.9pp | 29.77%-1.5pp | 21.83%+6.5pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |