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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $630,890 |
CHEIRON4+ years Filed as: CHEIRON,INC. Service code 11 · EIN 13-1215617 | Actuarial | $121,260 |
MARY DELANEY CERETTO4+ years Filed as: MARY BETH BARRETT Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $111,762 |
DAVID ROMANO4+ years Filed as: DAVID M. ROWE Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $66,727 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $53,774 |
THERESA GRILLO4+ years Filed as: THERESA A. CHRISTIAN Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $51,679 |
CHRISTINE M. BEVARD4+ years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $49,338 |
PRONEXUS LLC1 year Filed as: PRONEXUS Service code 49 115 SULLYS TRAIL 11 · PITTSFORD, NY 14534 | Other Services | $36,245 |
J.A. MARIANO AGENCY4+ years Service code 22 679 LANDIS AVENUE · ROSENHAYN, NJ 08352 | Insurance Broker | $34,572 |
JULIE VISINTINE1 year Filed as: JULIE LOFTIN Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $32,880 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -6.37% | -1.27%-5.1pp | -0.67%-5.7pp | 33.37%-39.7pp |
| Employer contribution / active EE | $2,608 | $12,021-78.3% | $31,731-91.8% | $11,253-76.8% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |