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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Service code 11 · EIN 04-2452803 | Actuarial | $61,846 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $56,238 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $14,400 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 7.18% | 3.31%+3.9pp | 5.04%+2.1pp | 13.05%-5.9pp |
| Employer contribution / active EE | $326,000 | $33,999+858.9% | $26,454+1132.3% | $37,664+765.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |