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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $1,312,847 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $186,000 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $169,369 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $59,200 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $39,000 |
POZEFSKY, BRAMLEY & MURPHY7+ years Service code 29 · EIN 14-1601487 | Legal | $31,833 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $16,325 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -10.98% | -6.02%-5.0pp | -3.21%-7.8pp | 23.41%-34.4pp |
| Employer contribution / active EE | $18,862 | $11,241+67.8% | $46,051-59.0% | $12,650+49.1% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |