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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $393,681 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $112,962 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $109,000 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $29,000 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1835864 | Actuarial | $16,430 |
SPIVAK LIPTON LLP2 years Service code 29 · EIN 13-3494495 | Legal | $9,183 |
KOBGO ASSOCIATES1 year Filed as: KOBGO ASSOCIATES, INC. Service code 15 · EIN 13-2751089 | Recordkeeping | $8,264 |
US BANK1 year Service code 49 · EIN 31-0841368 | Other Services | $6,025 |
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 | $52,023 | $112,686-53.8% | $170,043-69.4% | $80,157-35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 9.53% | 67.04%-57.5pp | 53.40%-43.9pp | 40.39%-30.9pp |
| Employer contribution / active EE | $3,519 | $4,481-21.5% | $6,790-48.2% | $2,977+18.2% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,410-100.0% | $5,015-100.0% |
| Admin fee / account holder | $263 | $99+165.5% | $12,824-97.9% | $145+81.5% |