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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $139,281 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 13 · EIN 94-3089465 | Contract Administrator | $75,802 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $26,466 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $17,103 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $15,144 |
KRAW LAW GROUP3+ years Service code 29 · EIN 32-0465891 | Legal | $14,459 |
ULLICO3+ years Filed as: UNION BANK Service code 21 · EIN 94-0304288 | Bank Trustee | $5,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,889 | $60,545-50.6% | $92,240-67.6% | $69,631-57.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.41% | 19.71%-9.3pp | 176.29%-165.9pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $3,357 | $2,633+27.5% | $3,680-8.8% | $2,032+65.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $157 | $145+8.6% | $5,194-97.0% | $110+42.3% |