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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,321,321 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $184,995 |
Service code 10 · EIN 16-1120588 | Accounting | $92,692 |
SLEVIN & HART, P.C.8 years Service code 29 · EIN 52-1708613 | Legal | $74,831 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $65,500 |
Filed as: PRINCIPAL Service code 19 · EIN 51-0099493 | Securities Custodian | $39,520 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $32,719 |
Filed as: ARCARA, ZUCARELLI, LENDA & ASSOC. Service code 10 · EIN 47-1793720 | Accounting | $26,381 |
UPSTATE ADVISORS GROUP6 years Service code 27 · EIN 16-1540179 | Advisory (Plan) | $24,800 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $8,547 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.25% | 10.33%+0.9pp | 8.10%+3.2pp | 9.30%+1.9pp |
| Employer contribution / active EE | $16,610 | $14,972+10.9% | $28,649-42.0% | $12,551+32.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |