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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $240,776 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $56,919 |
RENEE SAGER6+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $44,480 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $43,378 |
TOBIE WEILAND6+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $28,369 |
JOSEPH W. MCCARTHY & ASSOCIATES6+ years Service code 10 · EIN 16-1120588 | Accounting | $16,229 |
WITHUMSMITH+BROWN, PC6+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $15,880 |
UPSTATE ADVISORS GROUP3 years Service code 16 · EIN 16-1540179 | Consulting | $14,400 |
JENNIFER KELLNER4 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $13,389 |
WILMINGTON TRUST6+ years Filed as: M&T WILMINGTON TRUST COMPANY Service code 16 · EIN 51-0328154 | Consulting | $9,490 |
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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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 20.57% | 11.11%+9.5pp | 8.95%+11.6pp | 11.84%+8.7pp |
| Employer contribution / active EE | $19,010 | $19,861-4.3% | $46,559-59.2% | $17,339+9.6% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |