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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 28 | Investment Management | $800,167 |
BETH MARTIN1 year Filed as: BETH BARRETT Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $147,000 |
CHEIRON1 year Service code 11 | Actuarial | $129,974 |
DAVID ROMANO1 year Filed as: DAVID ROWE Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $77,831 |
BLITMAN & KING8+ years Service code 29 | Legal | $73,209 |
BRITTANY HILL1 year Filed as: BRITTANY BUFFUM Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $71,885 |
THERESA GRILLO1 year Filed as: THERESA CHRISTIAN Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $61,662 |
CHRISTINE M. BEVARD1 year Filed as: CHRISTINE BEVARD Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $55,362 |
LORI KEMMERER1 year Filed as: LORI HODGE Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $36,623 |
BONADIO & CO., LLP8+ years Service code 10 | Accounting | $30,790 |
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Employer contribution per participant 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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -10.99% | 23.41%-34.4pp | 0.46%-11.4pp | 23.41%-34.4pp |
| Employer contribution / active EE | $2,975 | $12,650-76.5% | $35,480-91.6% | $12,650-76.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |