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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $345,144 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $141,299 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Advisory (Plan) | $131,350 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $74,111 |
MARY FERRY3 years Service code 30 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $68,660 |
SPIVAK LIPTON LLP5+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $42,681 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $26,700 |
KOBGO ASSOCIATES3 years Service code 10 · EIN 13-2751089 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $23,448 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES 46- Service code 53 | Insurance Commissions | $4,928 |
THE SEGAL COMPANY5+ 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.91% | 14.29%+2.6pp | 14.64%+2.3pp | 21.83%-4.9pp |
| Employer contribution / active EE | $2,810 | $12,083-76.7% | $41,831-93.3% | $12,237-77.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |