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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $792,843 |
BENESYS, INC.6 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $158,420 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 94-1503999 | Actuarial | $101,063 |
TRUCKER HUSS4 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $85,458 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $44,435 |
US BANK7+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $38,873 |
STEPHEN HORN INSURANCE SERVICES7+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $11,143 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $5,886 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -11.81% | 1.88%-13.7pp | -5.12%-6.7pp | 2.77%-14.6pp |
| Employer contribution / active EE | $11,358 | $8,732+30.1% | $31,020-63.4% | $15,262-25.6% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |