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| Provider | Service type | Compensation |
|---|---|---|
MARIA DANYLUK2+ years Filed as: MARIA FORTE Service code 30 · EIN 22-2318984 | Employee (plan) | $105,084 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $100,796 |
DONNA MAGGIOLINO2+ years Filed as: DONNA MANNINO Service code 30 · EIN 22-2318984 | Employee (plan) | $58,266 |
VICTOR GOLDBLAT AND COMPANY LLC2+ years Service code 10 · EIN 22-2201241 | Accounting | $30,848 |
CAMMARATA NULTY AND GARRIGAN LLC2+ years Service code 29 · EIN 22-3485273 | Legal | $21,000 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $11,250 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: LISA COATES CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $10,250 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $16,905-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 16.7%-16.7pp | 1.8%-1.8pp |
| Annual return | 7.46% | 7.18%+0.3pp | 2.70%+4.8pp | 7.18%+0.3pp |
| Employer contribution / active EE | $8,159 | $13,095-37.7% | $23,479-65.2% | $13,095-37.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,103-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $724-100.0% | $362-100.0% |