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 7-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 | $1,750,234 |
MERCER3 years Filed as: MERCER (US) INC Service code 50 · EIN 13-2834414 | Direct Payment | $598,057 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $399,480 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P.MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $272,973 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $208,088 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $51,000 |
SPENCER FANE LLP6+ years Filed as: SPENCER FANE BRITT & BROWNE Service code 29 · EIN 44-0561981 | Legal | $29,422 |
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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 9.55% | 8.28%+1.3pp | 8.46%+1.1pp | 9.11%+0.4pp |
| Employer contribution / active EE | $4,573 | $8,225-44.4% | $25,175-81.8% | $12,231-62.6% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |