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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5 years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $765,419 |
BENESYS, INC.7 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $167,855 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 94-1503999 | Actuarial | $78,135 |
TRUCKER HUSS5 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $56,663 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $44,025 |
US BANK8+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $39,270 |
STEPHEN HORN INSURANCE SERVICES8+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $11,143 |
IRON MOUNTAIN2 years Service code 49 · EIN 23-2588479 | Other Services | $7,307 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE, LLC Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Direct payment from the plan; Copying... | $5,694 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 8.89% | 8.00%+0.9pp | 7.69%+1.2pp | 37.74%-28.9pp |
| Employer contribution / active EE | $11,186 | $15,902-29.7% | $28,501-60.8% | $15,788-29.2% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |