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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $319,275 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $113,935 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $106,600 |
RODIO & URSILLO1+ years Service code 29 · EIN 05-0398359 | Legal | $71,480 |
WARD FISHER & COMPANY1+ years Filed as: WARD, FISHER & CO Service code 10 · EIN 05-0234540 | Accounting | $31,750 |
REILLY, PENNER & BENTON LLP1+ years Filed as: O'REILLY, GROSSO, & GROSS, PC Service code 29 · EIN 04-3408566 | Legal | $13,807 |
ROBERT CHEVERIE1+ years Filed as: ROBERT CHEVERIE & ASSOCIATES, PC Service code 29 · EIN 06-1335139 | Legal | $11,334 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.90% | 5.13%-9.0pp | 4.74%-8.6pp | 7.18%-11.1pp |
| Employer contribution / active EE | $19,492 | $14,689+32.7% | $36,089-46.0% | $13,095+48.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |