Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 13 · EIN 23-1707341 | Contract Administrator | $1,081,492 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $203,706 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $173,614 |
BOLTON PARTNERS, INC.4 years Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $47,203 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $42,655 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $36,000 |
POZEFSKY, BRAMLEY & MURPHY9+ years Service code 29 · EIN 14-1601487 | Legal | $13,000 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $8,062 |
COUCH DALE MARSHALL P.C.2 years Service code 29 · EIN 56-2331238 | Legal | $7,974 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.43% | 5.34%+5.1pp | 9.17%+1.3pp | 9.30%+1.1pp |
| Employer contribution / active EE | $17,723 | $9,329+90.0% | $40,523-56.3% | $12,551+41.2% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |