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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 27-1707341 | Investment Management | $1,110,958 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 10 · EIN 52-1590516 | Accounting | $88,454 |
Service code 13 · EIN 82-0709001 | Contract Administrator | $72,719 |
UNION BANK & TRUST COMPANY3+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $70,847 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $65,716 |
Service code 29 · EIN 41-0956652 | Legal | $48,245 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $20,000 |
WHITESTAR ADVISORS, LLC3+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $17,500 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $14,850 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.04% | 11.78%+2.3pp | 8.32%+5.7pp | 23.90%-9.9pp |
| Employer contribution / active EE | $13,687 | $11,309+21.0% | $30,793-55.6% | $16,539-17.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |