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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $220,919 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $48,265 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $44,504 |
RENEE SAGER5+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $43,131 |
TOBIE WEILAND5+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $28,109 |
JOSEPH W. MCCARTHY & ASSOCIATES5+ years Service code 10 · EIN 16-1120588 | Accounting | $22,362 |
WITHUMSMITH+BROWN, PC5+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $16,125 |
UPSTATE ADVISORS GROUP2 years Service code 16 · EIN 16-1540179 | Consulting | $14,400 |
JENNIFER KELLNER3 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $13,453 |
WILMINGTON TRUST5+ years Filed as: M&T WILMINGTON TRUST COMPANY Service code 16 · EIN 51-0328154 | Consulting | $9,665 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 2.11% | 10.61%-8.5pp | 9.52%-7.4pp | 627.08%-625.0pp |
| Employer contribution / active EE | $18,763 | $21,392-12.3% | $41,951-55.3% | $18,824-0.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |