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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 27-1707341 | Investment Management | $722,488 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 10 · EIN 52-1590516 | Accounting | $74,674 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $69,651 |
UNION BANK & TRUST COMPANY5+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $67,411 |
Service code 13 · EIN 82-0709001 | Contract Administrator | $66,009 |
Filed as: REINHART BOERNER VAN DUEREN SC Service code 29 · EIN 39-1126909 | Legal | $59,094 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $20,000 |
WHITESTAR ADVISORS, LLC5+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $17,168 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $15,900 |
Service code 29 · EIN 41-0956652 | Legal | $7,974 |
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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 | $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 | 18.15% | 10.27%+7.9pp | 10.56%+7.6pp | 53.27%-35.1pp |
| Employer contribution / active EE | $18,169 | $12,273+48.0% | $30,199-39.8% | $14,774+23.0% |
| 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% |