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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $646,683 |
MARY DELANEY CERETTO6+ years Filed as: MARY BETH BARRETT Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $120,738 |
CHEIRON6+ years Filed as: CHEIRON,INC. Service code 11 · EIN 13-1215617 | Actuarial | $120,281 |
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 | Legal | $76,749 |
DAVID ROMANO6+ years Filed as: DAVID M. ROWE Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $72,086 |
THERESA GRILLO6+ years Filed as: THERESA A. CHRISTIAN Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $58,183 |
CHRISTINE M. BEVARD6+ years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $53,495 |
CARRIE PARAGON2 years Filed as: CARRIE J. REDDEN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $48,771 |
SARA WHITE2 years Filed as: SARA MEAL Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $41,818 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $28,895 |
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Employer contribution per participant 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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.35% | 12.86%-1.5pp | 7.87%+3.5pp | 12.86%-1.5pp |
| Employer contribution / active EE | $2,931 | $13,687-78.6% | $31,784-90.8% | $13,687-78.6% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |