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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI Service code 19 1 FREEDOM VALLEY DR PO BOX 1100 · OAKS, PA 194561100 | Securities Custodian | $582,726 |
ASSOCIATED THIRD PARTY ADMIN.1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $140,565 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $109,411 |
TRUCKER HUSS1+ years Filed as: TRUCKER HUSS, ACP Service code 29 · EIN 94-3216063 | Legal | $90,673 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $84,960 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $27,061 |
STEPHEN HORN INSURANCE SERVICES1+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.71% | 17.94%-11.2pp | 5.44%+1.3pp | 7.18%-0.5pp |
| Employer contribution / active EE | $8,413 | $12,263-31.4% | $25,481-67.0% | $13,095-35.8% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |