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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $405,789 |
Service code 24 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Discretionary Trustee | $108,217 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION FUND OF WARDROBE Service code 15 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $95,817 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $63,852 |
GOULD, KOBRICK & SCHLAPP, P.C.7+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 | Accounting | $17,750 |
SPIVAK LIPTON LLP7+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $12,011 |
KOBGO ASSOCIATES6+ years Filed as: KOBGO ASSOCIATE INC Service code 10 · EIN 13-2751089 | Accounting | $9,341 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 16 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,272 | $118,337-49.9% | $189,513-68.7% | $93,030-36.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 9.66% | 21.77%-12.1pp | 555.15%-545.5pp | 158.70%-149.0pp |
| Employer contribution / active EE | $2,926 | $4,204-30.4% | $6,162-52.5% | $2,706+8.1% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $87 | $100-12.7% | $12,045-99.3% | $152-42.7% |