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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $455,078 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $170,450 |
WARD FISHER & COMPANY4 years Filed as: WARD, FISHER, & CO. Service code 10 · EIN 05-0234540 | Accounting | $94,250 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $67,859 |
RODIO & URSILLO6+ years Service code 29 · EIN 05-0398359 | Legal | $59,831 |
BENESYS, INC.6+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $17,762 |
ROBERT CHEVERIE5 years Filed as: ROBERT M. CHEVERIE & ASSOCIATES, PC Service code 29 · EIN 06-1335139 | Legal | $12,900 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 30.89% | 11.84%+19.1pp | 8.95%+21.9pp | 13.24%+17.7pp |
| Employer contribution / active EE | $17,462 | $12,426+40.5% | $46,559-62.5% | $14,616+19.5% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |