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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,411,200 |
Service code 10 · EIN 16-1120588 | Accounting | $147,849 |
BOLTON PARTNERS, INC.5 years Filed as: BOLTON PARTNERS, NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $76,850 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $63,900 |
SLEVIN & HART, P.C.5 years Service code 29 · EIN 52-1708613 | Legal | $53,066 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $45,058 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $38,359 |
UPSTATE ADVISORS GROUP3 years Service code 27 · EIN 16-1540179 | Advisory (Plan) | $18,600 |
LAWLEY RETIREMENT ADVISORS LLC6+ years Filed as: LAWLEY SERVICE INC. Service code 22 · EIN 16-0802517 | Insurance Broker | $14,107 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, NA Service code 49 · EIN 13-4994650 | Other Services | $11,782 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 30.37% | 19.37%+11.0pp | 11.08%+19.3pp | 15.63%+14.7pp |
| Employer contribution / active EE | $13,545 | $13,107+3.3% | $28,418-52.3% | $11,476+18.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |