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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $445,358 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $133,000 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $131,462 |
CATHERINE LAURIO3 years Filed as: CATHERINE HALPIN Service code 30 · EIN 13-6137855 | Direct payment from the plan; Employe... | $100,541 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $97,603 |
MARY FERRY7 years Service code 30 · EIN 13-6137855 | Direct payment from the plan; Employe... | $68,660 |
SPIVAK LIPTON LLP2 years Service code 29 · EIN 13-3494495 | Legal | $43,029 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $42,250 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE INC. Service code 53 | Insurance Commissions | $12,195 |
US BANK1 year Service code 49 · EIN 31-0841368 | Other Services | $8,071 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 12.38% | 8.84%+3.5pp | 12.68%-0.3pp | 9.11%+3.3pp |
| Employer contribution / active EE | $2,759 | $8,705-68.3% | $41,609-93.4% | $12,231-77.4% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |