Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $687,345 |
Service code 17 · EIN 53-0181291 | Pension Consulting | $185,792 |
MERCER4 years Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $159,124 |
COMMERCE BANK5+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $117,714 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $46,586 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $30,245 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798 | Accounting | $8,725 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -12.80% | 17.17%-30.0pp | 179.55%-192.4pp | 23.41%-36.2pp |
| Employer contribution / active EE | $18,091 | $11,568+56.4% | $24,917-27.4% | $12,650+43.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |