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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-0306038 | Investment Management | $177,945 |
NBPC4+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $55,000 |
SPENCER FANE LLP4+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $43,255 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 28 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Investment Management | $40,149 |
DANIELLE WILEY1 year Service code 14 · EIN 44-6010180 | Plan Administrator | $39,870 |
COWDEN ASSOCIATES, INC.3 years Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURG, PA 15222 | Actuarial | $24,083 |
ISSI1 year Service code 70 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting Fees | $21,194 |
Service code 28 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Investment Management | $9,543 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 1.18% | 10.27%-9.1pp | 10.56%-9.4pp | 53.27%-52.1pp |
| Employer contribution / active EE | $14,689 | $12,273+19.7% | $30,199-51.4% | $14,774-0.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |