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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $219,784 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $53,629 |
RENEE SAGER3+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $40,872 |
TOBIE WEILAND3+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $40,872 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $28,426 |
JENNIFER KELLNER1 year Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $13,151 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Service code 10 · EIN 16-1120588 | Accounting | $11,975 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT & CO, INC. Service code 16 · EIN 22-2361254 | Consulting | $10,800 |
JBM COMPUTER CONSULTANTS3+ years Service code 16 · EIN 16-1173118 | Consulting | $10,418 |
WITHUMSMITH+BROWN, PC3+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $9,950 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 7.25% | -1.53%+8.8pp | -2.18%+9.4pp | -0.69%+7.9pp |
| Employer contribution / active EE | $26,612 | $14,498+83.6% | $38,751-31.3% | $16,786+58.5% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |