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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 | $510,017 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $127,185 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $111,670 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 27 · EIN 13-3200244 | Advisory (Plan) | $108,725 |
CATHERINE LAURIO4 years Filed as: CATHERINE HALPIN Service code 30 · EIN 13-6137855 | Direct payment from the plan; Employe... | $103,557 |
MARY FERRY8 years Service code 30 · EIN 13-6137855 | Employee (plan); Direct payment from ... | $70,548 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
SPIVAK LIPTON LLP3 years Service code 29 · EIN 13-3494495 | Legal | $39,498 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $26,667 |
US BANK2 years Service code 49 · EIN 31-0841368 | Other Services | $15,585 |
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Employer contribution per participant 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 | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.12% | 5.34%+2.8pp | 9.17%-1.1pp | 9.30%-1.2pp |
| Employer contribution / active EE | $3,630 | $9,329-61.1% | $40,523-91.0% | $12,551-71.1% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |