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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,134,892 |
Service code 10 · EIN 16-1120588 | Accounting | $100,717 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS, NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $74,200 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $60,000 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $49,076 |
SLEVIN & HART, P.C.3 years Service code 29 · EIN 52-1708613 | Legal | $44,092 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $36,853 |
UPSTATE ADVISORS GROUP1 year Service code 27 · EIN 16-1540179 | Advisory (Plan) | $18,600 |
LAWLEY RETIREMENT ADVISORS LLC4+ years Filed as: LAWLEY SERVICE INC. Service code 22 · EIN 16-0802517 | Insurance Broker | $17,304 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, NA Service code 49 · EIN 13-4994650 | Other Services | $6,611 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 0.74% | 14.29%-13.5pp | 14.64%-13.9pp | 21.83%-21.1pp |
| Employer contribution / active EE | $12,967 | $12,083+7.3% | $41,831-69.0% | $12,237+6.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |