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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,063,652 |
Service code 10 · EIN 16-1120588 | Accounting | $95,024 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS, NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $75,950 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $60,000 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $40,367 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $37,319 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 | Legal | $36,597 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO. Service code 27 · EIN 22-2361254 | Advisory (Plan) | $18,600 |
LAWLEY RETIREMENT ADVISORS LLC3+ years Filed as: LAWLEY SERVICE INC. Service code 22 · EIN 16-0802517 | Insurance Broker | $12,402 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, NA Service code 50 · EIN 13-4994650 | Direct Payment | $8,311 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.84% | -0.94%+11.8pp | -2.18%+13.0pp | 33.37%-22.5pp |
| Employer contribution / active EE | $13,775 | $12,464+10.5% | $38,751-64.5% | $11,253+22.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |