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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 28 · EIN 04-2452803 | Investment Management | $48,339 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $37,192 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $24,371 |
Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $17,424 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $9,018 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $7,378 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 15.02% | 10.78%+4.2pp | 8.93%+6.1pp | 13.95%+1.1pp |
| Employer contribution / active EE | $11,947 | $10,694+11.7% | $43,470-72.5% | $16,598-28.0% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |