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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $247,215 |
Service code 24 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Discretionary Trustee | $93,601 |
BENSERCO2+ years Service code 13 · EIN 13-2732561 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $60,944 |
PENSION ASSURANCE LLP1 year Filed as: PENSION FUND OF WARDROBE Service code 15 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $34,626 |
SPIVAK LIPTON LLP2+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $30,942 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $17,400 |
KOBGO ASSOCIATES1 year Filed as: KOBGO ASSOCIATE INC Service code 10 · EIN 13-2751089 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $6,672 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,339 | $80,354-47.3% | $133,975-68.4% | $63,975-33.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 6.80% | 13.11%-6.3pp | 29.29%-22.5pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,705 | $3,503+5.8% | $5,211-28.9% | $2,182+69.8% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $70 | $69+1.3% | $9,324-99.2% | $70-0.4% |