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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $922,405 |
Service code 13 · EIN 34-1974250 | Contract Administrator | $125,522 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 27-3666661 | Actuarial | $70,360 |
JAMES BENNETT4+ years Service code 14 · EIN 14-1490934 | Plan Administrator | $54,706 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $29,000 |
POZEFSKY, BRAMLEY & MURPHY4+ years Service code 29 · EIN 14-1601487 | Legal | $27,675 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Filed as: JOSEPH W. MCCARTHY & ASSOC. Service code 10 · EIN 16-1120588 | Accounting | $23,735 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $18,611 |
WSG CONSULTING1 year Service code 15 · EIN 45-2025085 | Recordkeeping | $8,405 |
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Annual investment return 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.51% | 14.29%-9.8pp | 14.64%-10.1pp | 21.83%-17.3pp |
| Employer contribution / active EE | $17,373 | $12,083+43.8% | $41,831-58.5% | $12,237+42.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |