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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $649,897 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $146,400 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 94-1503999 | Actuarial | $68,613 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $47,117 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $42,070 |
US BANK5+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $36,329 |
STEPHEN HORN INSURANCE SERVICES5+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $10,724 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 6.04% | 13.15%-7.1pp | -2.84%+8.9pp | 11.45%-5.4pp |
| Employer contribution / active EE | $10,639 | $23,714-55.1% | $33,329-68.1% | $17,219-38.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |