Filed December 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $196,984 |
MERCER5+ years Service code 14 · EIN 13-2834414 | Plan Administrator | $163,133 |
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 53-0181291 | Actuarial | $108,924 |
CENTURION ASSET MANAGEMENT5+ years Filed as: CENTURION ASSET MANAGEMENT, LLC Service code 17 · EIN 27-0845548 | Pension Consulting | $95,767 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $19,862 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 10.00% | 11.94%-1.9pp | 6.70%+3.3pp | 8.76%+1.2pp |
| Employer contribution / active EE | $27,697 | $15,564+78.0% | $25,217+9.8% | $16,664+66.2% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |