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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6 years Service code 11 · EIN 04-2452803 | Actuarial | $60,041 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $38,610 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $13,700 |
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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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | 10.12% | 3.70%+6.4pp | 7.69%+2.4pp | 24.44%-14.3pp |
| Employer contribution / active EE | $1,396,000 | $38,258+3548.9% | $28,501+4798.0% | $41,344+3276.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |