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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $211,161 |
ALLIED FUND ADMINISTRATORS1+ years Service code 38 · EIN 27-4526715 | Participant Communication | $78,714 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $25,726 |
KRAW LAW GROUP1+ years Service code 29 · EIN 32-0465891 | Legal | $15,612 |
BONG HILLBERG LEWIS FISCHESSER1+ years Service code 10 · EIN 45-4806875 | Accounting | $12,000 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $8,147 |
ULLICO1+ years Filed as: UNION BANK Service code 18 · EIN 94-0304288 | Custodial (other than securities) | $6,663 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $5,184 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,104 | $55,516-49.4% | $75,784-62.9% | $59,188-52.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 1.13% | -1.89%+3.0pp | 9.68%-8.5pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,193 | $2,604-54.2% | $3,323-64.1% | $2,098-43.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $226 | $110+105.3% | $5,300-95.7% | $92+144.8% |