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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANANGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $193,111 |
MARIA DANYLUK4+ years Filed as: MARIA FORTE Service code 30 · EIN 22-2318984 | Employee (plan) | $109,114 |
DONNA MAGGIOLINO4+ years Filed as: DONNA MANNINO Service code 30 · EIN 22-2318984 | Employee (plan) | $57,187 |
VICTOR GOLDBLAT AND COMPANY LLC4+ years Service code 10 · EIN 22-2201241 | Accounting | $34,486 |
CAMMARATA NULTY AND GARRIGAN LLC4+ years Service code 29 · EIN 22-3485273 | Legal | $21,850 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $14,208 |
Filed as: LISA COATES-CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $14,207 |
ANGELICA ANGELO1 year Service code 30 · EIN 22-2318984 | Employee (plan) | $8,077 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $15,289-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 20.0%-20.0pp | 1.8%-1.8pp |
| Annual return | -9.18% | 0.19%-9.4pp | -4.45%-4.7pp | 0.19%-9.4pp |
| Employer contribution / active EE | $9,743 | $13,763-29.2% | $36,974-73.6% | $13,763-29.2% |
| Participant deferral / active EE | $0 | $804-100.0% | $0 | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $740-100.0% | $426-100.0% |