Filed December 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $58,615 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 28 5707 SW PARKWAY · AUSTIN, TX 78735 | Investment Management | $49,161 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $24,000 |
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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 | $827,797-100.0% | $788,447-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.5%-44.5pp |
| Annual return | -11.84% | -4.32%-7.5pp | -3.21%-8.6pp | -14.65%+2.8pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |