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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $53,465 |
JENNIFER KELLNER10+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $31,652 |
RENEE SAGER10+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $30,523 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $23,540 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $16,735 |
TOBIE WEILAND10+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $15,672 |
Service code 10 · EIN 16-1120588 | Accounting | $9,821 |
MELANIE ADAMS1 year Filed as: MELANIE COSTELLO Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $9,739 |
UPSTATE ADVISORS GROUP2 years Service code 16 · EIN 16-1540179 | Consulting | $7,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,629 | $69,255-68.8% | $256,809-91.6% | $69,255-68.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 9.53% | 26.73%-17.2pp | 32.73%-23.2pp | 26.73%-17.2pp |
| Employer contribution / active EE | $4,779 | $2,645+80.7% | $7,263-34.2% | $2,645+80.7% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $275 | $733-62.5% | $25,146-98.9% | $733-62.5% |