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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $304,481 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $131,849 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Advisory (Plan) | $124,009 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $70,153 |
MARY FERRY2 years Service code 30 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $68,660 |
SPIVAK LIPTON LLP4+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $68,450 |
KOBGO ASSOCIATES2 years Service code 10 · EIN 13-2751089 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $29,370 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $25,450 |
Filed as: FIDUCIARY ADVISORS LLC Service code 27 1667 K STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $20,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES 46- Service code 53 | Insurance Commissions | $5,182 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.22% | -0.94%-2.3pp | -2.18%-1.0pp | 33.37%-36.6pp |
| Employer contribution / active EE | $2,702 | $12,464-78.3% | $38,751-93.0% | $11,253-76.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |