| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 28 · EIN 23-1707341 | Investment Management | $225,490 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $114,561 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $13,760 |
USI CONSULTING GROUP1+ years Service code 11 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334417 | Actuarial | $10,426 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 5.44% | 6.37%-0.9pp | 8.04%-2.6pp | 7.65%-2.2pp |
| Employer contribution / active EE | $0 | $48,951-100.0% | $42,693-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |