Filed March 14, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI Service code 19 · EIN 23-1707341 | Securities Custodian | $1,119,698 |
SEI INVESTMENTS4 years Filed as: SEI STRUCTRUED CREDIT COLLECTIVE FD Service code 28 · EIN 75-3251893 | Investment Management | $438,210 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $145,367 |
SEI INVESTMENTS4 years Filed as: SEI GLOBAL PRIVATE ASSETS V FUND Service code 28 · EIN 84-3069065 | Investment Management | $110,763 |
SEI INVESTMENTS3 years Filed as: SEI GLOBAL PRIVATE ASSETS VI FUND Service code 28 · EIN 92-0237855 | Investment Management | $91,808 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $81,385 |
Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $77,534 |
MANZI & ASSOCIATES, LLC10+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $65,986 |
ROBERT CHEVERIE10+ years Service code 29 · EIN 06-1335139 | Legal | $53,259 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $47,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 10.50% | 9.99%+0.5pp | 8.93%+1.6pp | 8.75%+1.7pp |
| Employer contribution / active EE | $15,949 | $15,140+5.3% | $26,306-39.4% | $15,185+5.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |