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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 19 · EIN 23-1707341 | Securities Custodian | $595,948 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $110,046 |
TRUCKER HUSS2+ years Filed as: TRUCKER HUSS, ACP Service code 29 · EIN 94-3216063 | Legal | $92,831 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $72,357 |
US BANK2+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $36,578 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $28,200 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1883473 | Accounting | $25,313 |
GRANDFLOW1 year Filed as: GRANDFLOW, INC. Service code 36 · EIN 94-3211239 | Copying and duplicating; Other fees | $22,803 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $20,175 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $11,670 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.52% | 79.68%-69.2pp | 16.78%-6.3pp | 23.90%-13.4pp |
| Employer contribution / active EE | $7,839 | $21,735-63.9% | $26,328-70.2% | $16,539-52.6% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |