Filed December 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $167,356 |
MERCER4+ years Service code 14 · EIN 13-2834414 | Plan Administrator | $143,637 |
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $112,121 |
CENTURION ASSET MANAGEMENT4+ years Filed as: CENTURION ASSET MANAGEMENT, LLC Service code 17 · EIN 27-0845548 | Pension Consulting | $98,843 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $14,254 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 14.68% | 20.09%-5.4pp | 15.31%-0.6pp | 37.77%-23.1pp |
| Employer contribution / active EE | $26,121 | $15,382+69.8% | $28,686-8.9% | $15,798+65.3% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |