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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $43,241 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $21,402 |
TOBIE WEILAND1+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $14,401 |
RENEE SAGER1+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $14,087 |
JENNIFER KELLNER1+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $13,563 |
RICHARD W. HEIMERMAN, CPA, PC1+ years Service code 10 · EIN 16-1537589 | Accounting | $7,900 |
WITHUMSMITH+BROWN, PC1+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $6,070 |
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 | $16,593 | $71,802-76.9% | $133,975-87.6% | $57,658-71.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 2.72% | 13.51%-10.8pp | 29.29%-26.6pp | 5.13%-2.4pp |
| Employer contribution / active EE | $2,961 | $3,161-6.3% | $5,211-43.2% | $1,974+50.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $167 | $88+90.0% | $9,324-98.2% | $95+76.2% |