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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $1,030,063 |
Service code 13 · EIN 34-1974250 | Contract Administrator | $134,916 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $124,000 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 27-3666661 | Actuarial | $69,200 |
JOSEPH W. MCCARTHY & ASSOCIATES5+ years Filed as: JOSEPH W. MCCARTHY & ASSOC. Service code 10 · EIN 16-1120588 | Accounting | $36,801 |
POZEFSKY, BRAMLEY & MURPHY5+ years Service code 29 · EIN 14-1601487 | Legal | $32,647 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $32,500 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,685 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 2.40% | 9.48%-7.1pp | 9.52%-7.1pp | 12.86%-10.5pp |
| Employer contribution / active EE | $18,503 | $12,808+44.5% | $41,951-55.9% | $13,687+35.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |