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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS CO Service code 28 · EIN 23-1707341 | Investment Management | $346,723 |
Filed as: PRINCIPAL Service code 19 · EIN 41-1592157 | Securities Custodian | $107,015 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $43,513 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $40,595 |
Filed as: WONG JOHNSON & ASSOCIATES APC Service code 10 · EIN 46-0507972 | Accounting | $14,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 4.56% | 5.81%-1.2pp | 8.92%-4.4pp | 7.65%-3.1pp |
| Employer contribution / active EE | $13,179 | $11,440+15.2% | $24,457-46.1% | $20,582-36.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |