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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,089,644 |
Service code 14 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Plan Administrator | $205,675 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CO Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $103,193 |
HOLM & O'HARA2+ years Filed as: HOLM & O'HARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $55,773 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06437 | Accounting | $31,500 |
ROBERT CHEVERIE2+ years Filed as: CHEVERIE & ASSOCS Service code 22 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Insurance Broker | $28,685 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.81% | 12.33%-2.5pp | 8.32%+1.5pp | 17.84%-8.0pp |
| Employer contribution / active EE | $12,551 | $11,641+7.8% | $30,793-59.2% | $14,688-14.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |