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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $323,466 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $106,600 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $100,749 |
RODIO & URSILLO2+ years Service code 29 · EIN 05-0398359 | Legal | $74,341 |
WARD FISHER & COMPANY1 year Filed as: WARD, FISHER, & CO Service code 10 · EIN 05-0234540 | Accounting | $68,900 |
REILLY, PENNER & BENTON LLP2+ years Filed as: O'REILLY, GROSSO, & GROSS, PC Service code 29 · EIN 04-3408566 | Legal | $14,358 |
ROBERT CHEVERIE1 year Filed as: ROBERT M. CHEVERIE & ASSOCIATES, PC Service code 29 · EIN 06-1335139 | Legal | $9,982 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.44% | 13.03%-1.6pp | 10.36%+1.1pp | 23.90%-12.5pp |
| Employer contribution / active EE | $19,985 | $15,779+26.7% | $37,738-47.0% | $16,539+20.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |