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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,118,045 |
Service code 14 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Plan Administrator | $277,701 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $115,064 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06437 | Accounting | $32,500 |
ROBERT CHEVERIE9+ years Filed as: CHEVERIE & ASSOCS Service code 22 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Insurance Broker | $30,567 |
HOLM & O'HARA9+ 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 | $26,027 |
Service code 16 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting | $12,671 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $12,222 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 53 | Insurance Commissions | $7,514 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.61% | 11.08%-0.5pp | 8.10%+2.5pp | 8.76%+1.9pp |
| Employer contribution / active EE | $13,774 | $13,910-1.0% | $28,649-51.9% | $16,664-17.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |