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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 | $64,010+30.0% | $108,359-23.2% | $64,340+29.3% |
| Participation rate | 100.0% | 49.4%+50.6pp | 70.1%+29.9pp | 55.2%+44.8pp |
| Annual return | 6.10% | 19.74%-13.6pp | 36.89%-30.8pp | 24.14%-18.0pp |
| Employer contribution / active EE | $5,013 | $1,029+387.3% | $2,399+108.9% | $1,862+169.3% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $190 | $4,885-96.1% | $9,741-98.0% | $3,703-94.9% |