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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $401,428 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $343,011 |
BENESYS, INC.9+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $146,874 |
WARD FISHER & COMPANY7 years Filed as: WARD, FISHER, & CO. Service code 10 · EIN 05-0234540 | Accounting | $113,625 |
RODIO & URSILLO9+ years Service code 29 · EIN 05-0398359 | Legal | $66,780 |
ROBERT CHEVERIE1 year Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $9,350 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 25.84% | 8.04%+17.8pp | 9.14%+16.7pp | 8.76%+17.1pp |
| Employer contribution / active EE | $18,805 | $10,583+77.7% | $40,523-53.6% | $16,650+12.9% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |