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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 | Direct payment from the plan; Employe... | $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 | Employee (plan); Direct payment from ... | $15,672 |
Service code 10 · EIN 16-1120588 | Accounting | $9,821 |
MELANIE ADAMS1 year Filed as: MELANIE COSTELLO Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $9,739 |
UPSTATE ADVISORS GROUP2 years Service code 16 · EIN 16-1540179 | Consulting | $7,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,224-83.4% | $197,124-89.0% | $79,634-72.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 9.53% | 23.65%-14.1pp | 44.34%-34.8pp | 36.46%-26.9pp |
| Employer contribution / active EE | $4,779 | $4,314+10.8% | $6,227-23.3% | $2,529+88.9% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $275 | $254+8.0% | $16,298-98.3% | $1,002-72.6% |