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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $154,893 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Participant communication; Recordkeep... | $80,201 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $27,383 |
KRAW LAW GROUP5+ years Service code 29 · EIN 32-0465891 | Legal | $24,536 |
MAMMINI COMPANY INC.2 years Filed as: MAMMINI Service code 16 · EIN 47-0879697 | Consulting | $16,979 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $13,411 |
ULLICO5+ years Filed as: UNION BANK Service code 21 · EIN 94-0304288 | Bank Trustee | $7,341 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2579729 | Legal | $6,850 |
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 | $30,949 | $66,601-53.5% | $92,909-66.7% | $67,579-54.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.26% | 92.58%-88.3pp | 109.44%-105.2pp | 378.56%-374.3pp |
| Employer contribution / active EE | $4,669 | $2,775+68.2% | $3,653+27.8% | $2,148+117.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $169 | $199-15.3% | $5,795-97.1% | $142+18.4% |