Filed December 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $53,873 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 28 5707 SW PARKWAY · AUSTIN, TX 78735 | Investment Management | $50,934 |
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $35,491 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 22.24% | 9.11%+13.1pp | 9.14%+13.1pp | 13.05%+9.2pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |