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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,045,404 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS, NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $75,694 |
Service code 10 · EIN 16-1120588 | Accounting | $68,078 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $63,000 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $58,240 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $48,870 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $33,995 |
LAWLEY RETIREMENT ADVISORS LLC2+ years Filed as: LAWLEY SERVICE INC. Service code 22 · EIN 16-0802517 | Insurance Broker | $12,366 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 50 · EIN 13-4994650 | Direct Payment | $9,220 |
TRI-DELTA RESOURCES1 year Service code 16 · EIN 16-1363868 | Consulting | $5,834 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.49% | 12.92%-2.4pp | 10.36%+0.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $12,419 | $14,070-11.7% | $37,738-67.1% | $14,688-15.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |