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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $367,766 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Advisory (Plan) | $129,997 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $123,024 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $108,002 |
SPIVAK LIPTON LLP6+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $76,819 |
MARY FERRY4 years Service code 30 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Employee (plan) | $68,660 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Service code 10 · EIN 13-3082707 | Accounting | $27,950 |
KOBGO ASSOCIATES4 years Service code 10 · EIN 13-2751089 | Accounting | $12,747 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES 46- Service code 53 | Insurance Commissions | $6,643 |
THE SEGAL COMPANY6+ 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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 11.06% | 9.48%+1.6pp | 9.52%+1.5pp | 12.86%-1.8pp |
| Employer contribution / active EE | $1,497 | $12,808-88.3% | $41,951-96.4% | $13,687-89.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |