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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $344,882 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $121,031 |
BENESYS, INC.1 year Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $106,600 |
WARD FISHER & COMPANY1 year Filed as: WARD, FISHER, & CO. Service code 10 · EIN 05-0234540 | Accounting | $104,700 |
RODIO & URSILLO3+ years Service code 29 · EIN 05-0398359 | Legal | $47,300 |
REILLY, PENNER & BENTON LLP3+ years Filed as: O'REILLY, GROSSO, & GROSS, PC Service code 29 · EIN 04-3408566 | Legal | $34,279 |
ROBERT CHEVERIE2 years Filed as: ROBERT M. CHEVERIE & ASSOCIATES, PC Service code 29 · EIN 06-1335139 | Legal | $10,242 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 7.73% | -1.12%+8.9pp | -2.18%+9.9pp | 0.19%+7.5pp |
| Employer contribution / active EE | $17,641 | $12,052+46.4% | $38,751-54.5% | $13,763+28.2% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |