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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $573,235 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT/KEY TRUS Service code 13 · EIN 34-1974250 | Contract Administrator | $96,066 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 27-3666661 | Actuarial | $54,998 |
JAMES BENNETT1+ years Service code 14 · EIN 14-1490934 | Plan Administrator | $34,299 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $29,500 |
POZEFSKY, BRAMLEY & MURPHY1+ years Service code 29 · EIN 14-1601487 | Legal | $26,000 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $9,008 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH W. MCCARTHY & ASSOC. Service code 10 · EIN 16-1120588 | Accounting | $7,853 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -2.16% | 6.13%-8.3pp | 4.74%-6.9pp | 9.19%-11.4pp |
| Employer contribution / active EE | $14,286 | $10,206+40.0% | $36,089-60.4% | $12,608+13.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |