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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENT CO Service code 28 · EIN 23-1707341 | Investment Management | $270,776 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $154,323 |
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $106,600 |
RODIO & URSILLO5+ years Service code 29 · EIN 05-0398359 | Legal | $42,000 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & CO Service code 10 · EIN 05-0234540 | Accounting | $38,250 |
ROBERT CHEVERIE1 year Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $7,650 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | -7.68% | 8.15%-15.8pp | 7.87%-15.6pp | 11.45%-19.1pp |
| Employer contribution / active EE | $17,650 | $17,725-0.4% | $31,784-44.5% | $17,219+2.5% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |