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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $56,157 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $29,506 |
JENNIFER KELLNER1 year Filed as: JENNIFER DENSLEY Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $25,231 |
RENEE SAGER2+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $24,624 |
TOBIE WEILAND1 year Filed as: TOBIE WELAND Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $19,396 |
RICHARD W. HEIMERMAN, CPA, PC2+ years Service code 10 · EIN 16-1537589 | Accounting | $8,700 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $6,040 |
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 | $17,135 | $81,537-79.0% | $149,721-88.6% | $69,631-75.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 5.58% | 22.79%-17.2pp | 1501.67%-1496.1pp | 27571.02%-27565.4pp |
| Employer contribution / active EE | $2,817 | $3,239-13.0% | $5,444-48.3% | $2,032+38.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $201 | $107+87.9% | $11,282-98.2% | $110+81.8% |