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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $455,869 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $102,340 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $101,795 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $30,000 |
KOBGO ASSOCIATES2 years Filed as: KOBGO ASSOCIATES, INC. Service code 15 · EIN 13-2751089 | Recordkeeping | $18,532 |
US BANK2 years Service code 49 · EIN 31-0841368 | Other Services | $8,640 |
SPIVAK LIPTON LLP3 years Service code 29 · EIN 13-3494495 | Legal | $8,527 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,377 | $122,585-54.8% | $184,256-69.9% | $200,096-72.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 8.31% | 144.12%-135.8pp | 28.85%-20.5pp | 34.26%-26.0pp |
| Employer contribution / active EE | $4,374 | $4,571-4.3% | $6,427-31.9% | $3,038+44.0% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $282 | $120+134.6% | $13,899-98.0% | $269+4.7% |