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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $398,943 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $151,763 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $130,224 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $122,975 |
CATHERINE LAURIO2 years Filed as: CATHERINE HALPIN Service code 30 · EIN 13-6137855 | Employee (plan); Direct payment from ... | $97,612 |
MARY FERRY6 years Service code 30 · EIN 13-6137855 | Direct payment from the plan; Employe... | $68,660 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-3494495 | Legal | $68,283 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $42,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $10,390 |
Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $9,875 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -11.77% | -6.02%-5.7pp | -3.21%-8.6pp | 23.41%-35.2pp |
| Employer contribution / active EE | $3,075 | $11,241-72.6% | $46,051-93.3% | $12,650-75.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |