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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $255,188 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $57,976 |
JOSEPH W. MCCARTHY & ASSOCIATES8+ years Service code 10 · EIN 16-1120588 | Accounting | $45,445 |
RENEE SAGER8+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $40,923 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $36,927 |
TOBIE WEILAND8+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $28,998 |
UPSTATE ADVISORS GROUP5 years Service code 16 · EIN 16-1540179 | Consulting | $21,200 |
WITHUMSMITH+BROWN, PC8+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $17,200 |
JENNIFER KELLNER6 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $13,780 |
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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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 6.07% | 9.98%-3.9pp | 12.68%-6.6pp | 22.81%-16.7pp |
| Employer contribution / active EE | $19,436 | $15,842+22.7% | $41,609-53.3% | $18,290+6.3% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |