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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $185,775 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $81,314 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $52,964 |
RENEE SAGER2+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $39,398 |
TOBIE WEILAND2+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $27,154 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Service code 10 · EIN 16-1120588 | Accounting | $18,841 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & CO, INC. Service code 16 · EIN 22-2361254 | Consulting | $14,400 |
JENNIFER KELLNER1 year Filed as: JENNIFER DENSLEY Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $12,616 |
JBM COMPUTER CONSULTANTS2+ years Service code 16 · EIN 16-1173118 | Consulting | $11,871 |
WILMINGTON TRUST2+ years Filed as: M&T WILMINGTON TRUST COMPANY Service code 16 · EIN 51-0328154 | Consulting | $9,617 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.93% | 13.03%-2.1pp | 10.36%+0.6pp | 23.90%-13.0pp |
| Employer contribution / active EE | $15,102 | $15,779-4.3% | $37,738-60.0% | $16,539-8.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |