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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $801,215 |
Service code 13 · EIN 34-1974250 | Contract Administrator | $119,337 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 27-3666661 | Actuarial | $83,340 |
JAMES BENNETT3+ years Service code 14 · EIN 14-1490934 | Plan Administrator | $48,936 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $33,900 |
POZEFSKY, BRAMLEY & MURPHY3+ years Service code 29 · EIN 14-1601487 | Legal | $26,000 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $22,561 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH W. MCCARTHY & ASSOC. Service code 10 · EIN 16-1120588 | Accounting | $16,416 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 5.55% | -0.94%+6.5pp | -2.18%+7.7pp | 33.37%-27.8pp |
| Employer contribution / active EE | $15,531 | $12,464+24.6% | $38,751-59.9% | $11,253+38.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |