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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $48,103 |
RENAISSANCE7 years Filed as: RENAISSANCE INVESTMENTS Service code 28 · EIN 73-1008203 | Investment Management | $7,726 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 28 · EIN 85-3201987 PO BOX 701 · MILWAUKEE, WI 53021 | Investment Management | $7,343 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,213 | $64,501+29.0% | $108,753-23.5% | $65,306+27.4% |
| Participation rate | 100.0% | 50.8%+49.2pp | 71.1%+28.9pp | 57.7%+42.3pp |
| Annual return | 6.10% | 21.09%-15.0pp | 37.47%-31.4pp | 21.94%-15.8pp |
| Employer contribution / active EE | $5,013 | $1,069+368.8% | $2,427+106.6% | $1,967+154.8% |
| Participant deferral / active EE | $0 | $2,401-100.0% | $4,115-100.0% | $2,959-100.0% |
| Admin fee / account holder | $190 | $4,971-96.2% | $10,320-98.2% | $3,480-94.5% |