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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,534,305 |
Service code 10 · EIN 16-1120588 | Accounting | $137,302 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $85,238 |
SLEVIN & HART, P.C.6 years Service code 29 · EIN 52-1708613 | Legal | $75,196 |
BOLTON PARTNERS, INC.6 years Filed as: BOLTON PARTNERS, NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $74,700 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $63,000 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $40,610 |
LAWLEY RETIREMENT ADVISORS LLC7+ years Filed as: LAWLEY SERVICE INC. Service code 22 · EIN 16-0802517 | Insurance Broker | $25,980 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 16 · EIN 13-1835864 | Consulting | $19,660 |
UPSTATE ADVISORS GROUP4 years Service code 27 · EIN 16-1540179 | Advisory (Plan) | $18,600 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 4.62% | -7.95%+12.6pp | -5.85%+10.5pp | 23.41%-18.8pp |
| Employer contribution / active EE | $15,485 | $13,972+10.8% | $31,839-51.4% | $12,650+22.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |