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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,050,793 |
Service code 14 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Plan Administrator | $255,350 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CO Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $109,734 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06437 | Accounting | $31,500 |
HOLM & O'HARA4+ 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 | $29,387 |
ROBERT CHEVERIE4+ years Filed as: CHEVERIE & ASSOCS Service code 22 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Insurance Broker | $28,531 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $7,264 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $6,115 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.76% | 12.20%-10.4pp | 10.56%-8.8pp | 21.83%-20.1pp |
| Employer contribution / active EE | $14,241 | $12,801+11.3% | $30,199-52.8% | $12,237+16.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |