Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $70,968 |
Service code 11 · EIN 53-0181291 | Actuarial | $32,610 |
MITCHELL & TITUS, LLP8+ years Service code 10 · EIN 13-2781641 | Accounting | $24,562 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $11,416 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -19.70% | -17.00%-2.7pp | -11.06%-8.6pp | 39.82%-59.5pp |
| Employer contribution / active EE | $7,229 | $12,834-43.7% | $55,362-86.9% | $19,980-63.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |