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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $203,907 |
Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $128,005 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Advisory (Plan) | $118,388 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $74,588 |
MARY FERRY1 year Service code 30 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $68,660 |
SPIVAK LIPTON LLP3+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $48,350 |
KOBGO ASSOCIATES1 year Service code 10 · EIN 13-2751089 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $29,057 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $25,800 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES 46- Service code 53 | Insurance Commissions | $9,480 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $0 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.48% | 12.92%+2.6pp | 10.36%+5.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $2,627 | $14,070-81.3% | $37,738-93.0% | $14,688-82.1% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |