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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $1,023,527 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 10 · EIN 52-1590516 | Accounting | $109,966 |
LEONARD, O'BRIEN, SPENCER, GALE1+ years Filed as: LEONOARD, O'BRIEN, SPENCER, GALE Service code 29 · EIN 41-0956652 | Legal | $99,186 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $60,665 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $60,649 |
WHITESTAR ADVISORS, LLC1+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $20,235 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $20,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $13,850 |
EXAMWORKS1+ years Filed as: EXAMWORKS, INC. Service code 17 6465 WAYZATA BLVD. 900 · MINNEAPOLIS, MN 55426 | Pension Consulting | $8,080 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.77% | 0.68%-2.5pp | -1.61%-0.2pp | -0.60%-1.2pp |
| Employer contribution / active EE | $12,504 | $10,568+18.3% | $30,840-59.5% | $12,272+1.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |