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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $410,309 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $88,738 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $57,795 |
Filed as: PRINCIPAL Service code 19 · EIN 41-1592157 | Securities Custodian | $40,474 |
WONG JOHNSON & ASSOCIATES8+ years Service code 10 · EIN 46-0507972 | Accounting | $15,600 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -10.92% | -5.85%-5.1pp | -2.63%-8.3pp | 39.77%-50.7pp |
| Employer contribution / active EE | $5,886 | $11,714-49.7% | $29,813-80.3% | $19,959-70.5% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |