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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $59,874 |
JENNIFER KELLNER4+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $26,512 |
RENEE SAGER4+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $26,282 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $22,680 |
TOBIE WEILAND4+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $19,778 |
F.J. POMPO & COMPANY, P.C.2 years Service code 10 · EIN 16-1385093 | Accounting | $7,900 |
WITHUMSMITH+BROWN, PC4+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $7,200 |
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 | $16,283 | $88,515-81.6% | $162,185-90.0% | $67,582-75.9% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 0.32% | 27.04%-26.7pp | 115.61%-115.3pp | 378.57%-378.3pp |
| Employer contribution / active EE | $3,417 | $3,563-4.1% | $5,613-39.1% | $2,148+59.1% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $191 | $124+54.4% | $10,844-98.2% | $142+34.2% |