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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $168,943 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $87,320 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $47,845 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Service code 10 · EIN 16-1120588 | Accounting | $35,193 |
TOBIE WEILAND1+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $20,162 |
RENEE SAGER1+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $16,905 |
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT & CO, INC. Service code 16 · EIN 22-2361254 | Consulting | $14,750 |
WILMINGTON TRUST1+ years Filed as: M&T WILMINGTON TRUST COMPANY Service code 16 · EIN 51-0328154 | Consulting | $9,613 |
WITHUMSMITH+BROWN, PC1+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $8,860 |
JBM COMPUTER CONSULTANTS1+ years Service code 16 · EIN 16-1173118 | Consulting | $8,396 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.19% | 5.13%-3.9pp | 4.74%-3.5pp | 7.18%-6.0pp |
| Employer contribution / active EE | $14,977 | $14,689+2.0% | $36,089-58.5% | $13,095+14.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |