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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 27-1707341 | Investment Management | $1,168,584 |
Service code 29 · EIN 41-0956652 | Legal | $92,959 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 10 · EIN 52-1590516 | Accounting | $79,736 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $79,383 |
Service code 13 · EIN 82-0709001 | Contract Administrator | $74,254 |
UNION BANK & TRUST COMPANY4+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $67,931 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $20,000 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,350 |
WHITESTAR ADVISORS, LLC4+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $9,186 |
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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 | $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 | -6.16% | 4.25%-10.4pp | -752.26%+746.1pp | 0.19%-6.3pp |
| Employer contribution / active EE | $15,505 | $11,906+30.2% | $31,802-51.2% | $13,763+12.7% |
| 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% |