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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $455,307 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $135,125 |
STEVENS & LEE5+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $129,075 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $127,503 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1835864 | Actuarial | $74,769 |
WILLIG, WILLIAMS & DAVIDSON5+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $63,596 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $31,515 |
SEI INVESTMENTS5+ years Filed as: SEI TRUST COMPANY Service code 18 · EIN 06-1271230 | Direct payment from the plan; Custodi... | $10,399 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 14.07% | 20.24%-6.2pp | 16.32%-2.2pp | 53.27%-39.2pp |
| Employer contribution / active EE | $6,817 | $14,384-52.6% | $31,806-78.6% | $14,774-53.9% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |