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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $972,988 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $77,898 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $69,294 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $64,871 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $61,212 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH W MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $61,110 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $32,528 |
LAWLEY RETIREMENT ADVISORS LLC1+ years Filed as: LAWLEY SERVICE INC. Service code 53 | Insurance Commissions | $19,044 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 49 · EIN 13-4994650 | Other Services | $5,526 |
LAWLEY RETIREMENT ADVISORS LLC1+ years Filed as: LAWLEY SERVICE INSURANCE Service code 22 · EIN 16-0802517 | Insurance Broker | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -1.82% | 6.13%-7.9pp | 4.74%-6.6pp | 9.19%-11.0pp |
| Employer contribution / active EE | $13,436 | $10,206+31.7% | $36,089-62.8% | $12,608+6.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |