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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $1,207,073 |
ZENITH AMERICAN SOLUTIONS4 years Service code 14 · EIN 52-1590516 | Plan Administrator | $201,286 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $154,558 |
BOLTON PARTNERS, INC.3 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 | $36,000 |
POZEFSKY, BRAMLEY & MURPHY8+ years Service code 29 · EIN 14-1601487 | Legal | $26,000 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $17,178 |
COUCH DALE MARSHALL P.C.1 year Service code 29 · EIN 56-2331238 | Legal | $5,642 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.72% | 8.84%-1.1pp | 12.68%-5.0pp | 9.11%-1.4pp |
| Employer contribution / active EE | $18,083 | $8,705+107.7% | $41,626-56.6% | $12,231+47.8% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |