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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $252,595 |
Service code 27 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Advisory (Plan) | $94,181 |
BENSERCO1+ years Service code 13 · EIN 13-2732561 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $59,012 |
SPIVAK LIPTON LLP1+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $22,310 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $16,500 |
WELFARE FUND OF WARDROBE1+ years Service code 15 · EIN 23-7325471 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $7,878 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,633 | $75,760-49.0% | $123,105-68.6% | $59,188-34.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 0.38% | 2.93%-2.6pp | 13.22%-12.8pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3,800 | $3,415+11.2% | $5,151-26.2% | $2,098+81.1% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $46 | $61-24.4% | $9,014-99.5% | $92-50.2% |