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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,124,416 |
Service code 14 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Plan Administrator | $253,309 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $93,913 |
HOLM & O'HARA5+ 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 | $33,086 |
ROBERT CHEVERIE5+ years Filed as: CHEVERIE & ASSOCS Service code 22 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Insurance Broker | $30,723 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06437 | Accounting | $29,000 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $10,163 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $4,828 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -7.87% | 6.82%-14.7pp | 8.01%-15.9pp | 12.86%-20.7pp |
| Employer contribution / active EE | $12,195 | $12,695-3.9% | $29,476-58.6% | $13,687-10.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |