Filed March 18, 2025
Total covered: 26 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $1,783,426 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $792,550 |
MERCER5 years Filed as: MERCER (US) INC Service code 50 · EIN 13-2834414 | Direct Payment | $609,953 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P.MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $322,849 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $212,777 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $52,805 |
SPENCER FANE LLP8+ years Filed as: SPENCER FANE BRITT & BROWNE Service code 29 · EIN 44-0561981 | Legal | $6,460 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 50 · EIN 20-1876798 | Direct Payment | $5,395 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.32% | 8.73%+1.6pp | 0.66%+9.7pp | 8.73%+1.6pp |
| Employer contribution / active EE | $23,410 | $14,479+61.7% | $36,523-35.9% | $14,479+61.7% |
| Participant deferral / active EE | $0 | $665-100.0% | $169-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |