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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $458,680 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $130,463 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $124,573 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1835864 | Actuarial | $92,373 |
STEVENS & LEE6+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $85,713 |
WILLIG, WILLIAMS & DAVIDSON6+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $54,008 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $36,360 |
SEI INVESTMENTS6+ years Filed as: SEI TRUST COMPANY Service code 18 · EIN 06-1271230 | Custodial (other than securities); Di... | $10,974 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,461 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 11.04% | 15.15%-4.1pp | 10.57%+0.5pp | 11.45%-0.4pp |
| Employer contribution / active EE | $6,444 | $16,781-61.6% | $29,483-78.1% | $17,219-62.6% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |