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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $553,009 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $138,627 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $116,112 |
STEVENS & LEE7+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $90,592 |
THE SEGAL COMPANY5 years Service code 11 · EIN 06-0839113 | Actuarial | $82,844 |
WILLIG, WILLIAMS & DAVIDSON7+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $71,848 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $29,640 |
SEI INVESTMENTS7+ years Filed as: SEI TRUST COMPANY Service code 18 · EIN 06-1271230 | Direct payment from the plan; Custodi... | $12,963 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 17.79% | 16.75%+1.0pp | 14.84%+3.0pp | 13.24%+4.6pp |
| Employer contribution / active EE | $8,760 | $16,291-46.2% | $37,950-76.9% | $14,616-40.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |