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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $593,303 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $117,252 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $108,152 |
THE SEGAL COMPANY6 years Service code 11 · EIN 06-0839113 | Actuarial | $70,491 |
STEVENS & LEE8+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $43,381 |
WILLIG, WILLIAMS & DAVIDSON8+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $36,184 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $29,640 |
SEI INVESTMENTS8+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $12,120 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.55% | -4.95%-7.6pp | 22.50%-35.1pp | 2.77%-15.3pp |
| Employer contribution / active EE | $7,845 | $15,740-50.2% | $33,849-76.8% | $15,262-48.6% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |