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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $307,091 |
ANGELICA ANGELO6 years Service code 30 · EIN 22-2318984 | Employee (plan) | $87,918 |
MARK NARDELLA3 years Filed as: MARK CARUSO Service code 30 · EIN 22-2318984 | Employee (plan) | $87,918 |
VICTOR GOLDBLAT AND COMPANY LLC9+ years Service code 10 · EIN 22-2201241 | Accounting | $45,445 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $39,327 |
Filed as: LISA COATES-CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $39,327 |
DENOIA LAW FIRM2 years Service code 29 · EIN 85-3493615 | Legal | $28,450 |
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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 | $3,299,877-100.0% | - | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 13.50% | 37.74%-24.2pp | 8.37%+5.1pp | 37.74%-24.2pp |
| Employer contribution / active EE | $11,363 | $15,788-28.0% | $29,626-61.6% | $15,788-28.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |