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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-0306038 | Investment Management | $205,893 |
SPENCER FANE LLP3+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $61,644 |
NBPC3+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $55,000 |
COWDEN ASSOCIATES, INC.2 years Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURG, PA 15222 | Actuarial | $36,615 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 4.91% | 4.25%+0.7pp | -752.26%+757.2pp | 0.19%+4.7pp |
| Employer contribution / active EE | $14,426 | $11,906+21.2% | $31,802-54.6% | $13,763+4.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |