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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Service code 11 · EIN 04-2452803 | Actuarial | $71,307 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $12,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 6.83% | 4.93%+1.9pp | 7.32%-0.5pp | 9.30%-2.5pp |
| Employer contribution / active EE | $579,000 | $32,616+1675.2% | $23,426+2371.6% | $43,748+1223.5% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |