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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $166,273 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $85,763 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $49,536 |
KRAW LAW GROUP8+ years Service code 29 · EIN 32-0465891 | Legal | $27,750 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $23,061 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,995 | $106,236-71.8% | $112,249-73.3% | $64,819-53.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -11.15% | -6.02%-5.1pp | 27.48%-38.6pp | 32.84%-44.0pp |
| Employer contribution / active EE | $4,948 | $3,166+56.3% | $3,636+36.1% | $2,507+97.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $172 | $452-61.8% | $6,412-97.3% | $188-8.2% |