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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6 years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $783,181 |
BENESYS, INC.8 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $175,916 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 94-1503999 | Actuarial | $109,324 |
TRUCKER HUSS6 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $77,140 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $61,940 |
US BANK9+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $35,908 |
STEPHEN HORN INSURANCE SERVICES9+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $11,241 |
IRON MOUNTAIN3 years Service code 49 · EIN 23-2588479 | Other Services | $7,913 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 15.40% | 7.96%+7.4pp | 5.04%+10.4pp | 8.76%+6.6pp |
| Employer contribution / active EE | $11,775 | $15,125-22.1% | $26,454-55.5% | $16,664-29.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |