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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $457,743 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $201,510 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $151,200 |
WARD FISHER & COMPANY8 years Filed as: WARD, FISHER, & CO. Service code 10 · EIN 05-0234540 | Accounting | $99,040 |
RODIO & URSILLO10+ years Service code 29 · EIN 05-0398359 | Legal | $64,200 |
ROBERT CHEVERIE2 years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $10,200 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 8.57% | 10.08%-1.5pp | 64.23%-55.7pp | 10.08%-1.5pp |
| Employer contribution / active EE | $18,475 | $15,414+19.9% | $31,311-41.0% | $15,414+19.9% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $251-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |