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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $261,126 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $79,099 |
RENEE SAGER10+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $48,837 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $46,550 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Service code 10 · EIN 16-1120588 | Accounting | $34,588 |
TOBIE WEILAND10+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $21,941 |
UPSTATE ADVISORS GROUP7 years Service code 16 · EIN 16-1540179 | Consulting | $21,200 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $19,885 |
WILMINGTON TRUST1 year Service code 50 · EIN 16-1486454 | Direct Payment | $17,062 |
JENNIFER KELLNER8 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $15,826 |
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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 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | 9.21% | 10.52%-1.3pp | 96.17%-87.0pp | 10.52%-1.3pp |
| Employer contribution / active EE | $22,137 | $15,140+46.2% | $25,602-13.5% | $15,140+46.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $292-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |