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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $1,206,829 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $186,000 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $147,646 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $84,340 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $43,000 |
POZEFSKY, BRAMLEY & MURPHY6+ years Service code 29 · EIN 14-1601487 | Legal | $26,000 |
JOSEPH W. MCCARTHY & ASSOCIATES6+ years Filed as: JOSEPH W. MCCARTHY & ASSOC. Service code 10 · EIN 16-1120588 | Accounting | $19,777 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 21.94% | 12.07%+9.9pp | 8.95%+13.0pp | 15.63%+6.3pp |
| Employer contribution / active EE | $18,395 | $9,481+94.0% | $46,559-60.5% | $11,476+60.3% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |