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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI TRUST COMPANY INTECH ENH PLUS Service code 28 · EIN 06-1271230 | Investment Management | $278,186 |
ATALANTA SOSNOFF6+ years Service code 28 · EIN 20-0461050 | Investment Management | $193,771 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $180,578 |
COLLERAN, O'HARA & MILLS LLP6+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $148,679 |
JAMES A. REICHERT6+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $143,190 |
CAROLE PESIRI6+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $125,784 |
BJ DEONARAIN4 years Service code 30 · EIN 13-3208565 | Employee (plan) | $82,503 |
KOBGO ASSOCIATES6+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $79,767 |
WILLIAM ROTHBERG, ESQ.6+ years Service code 29 · EIN 11-2621686 | Legal | $72,593 |
Filed as: QUANVEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $69,414 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 21.24% | 12.07%+9.2pp | 8.95%+12.3pp | 15.63%+5.6pp |
| Employer contribution / active EE | $12,328 | $9,481+30.0% | $46,559-73.5% | $11,476+7.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |