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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $58,428 |
JENNIFER KELLNER7+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $33,097 |
RENEE SAGER7+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $27,786 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $27,229 |
TOBIE WEILAND7+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $17,230 |
Service code 10 · EIN 16-1120588 | Accounting | $10,219 |
WITHUMSMITH+BROWN, PC7+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $8,450 |
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 | $15,516 | $86,897-82.1% | $151,645-89.8% | $64,824-76.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -6.95% | -3.57%-3.4pp | 3.34%-10.3pp | 32.84%-39.8pp |
| Employer contribution / active EE | $3,529 | $4,010-12.0% | $6,165-42.8% | $2,507+40.7% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $212 | $153+38.6% | $11,614-98.2% | $188+12.8% |