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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENT MGMT CORP Service code 28 · EIN 06-1271230 | Investment Management | $235,285 |
Service code 10 · EIN 13-2928869 | Accounting | $217,190 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1928058 | Actuarial | $60,109 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $44,000 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $29,911 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $25,766 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $17,291 |
Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $8,296 |
Filed as: H & H GRAPHIC PRINTING COMM Service code 36 · EIN 06-1648637 | Copying and duplicating; Direct payme... | $6,405 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 15.10% | 21.83%-6.7pp | 50.81%-35.7pp | 21.83%-6.7pp |
| Employer contribution / active EE | $1,707 | $12,237-86.1% | $42,739-96.0% | $12,237-86.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |