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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Service code 28 · EIN 25-1707341 | Investment Management | $726,881 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $189,338 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $125,580 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $59,233 |
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $31,425 |
KOSMERL & COMPANY, P.C.10+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $12,832 |
CYPHER & CYPHER10+ years Service code 10 · EIN 25-1385288 | Accounting | $10,319 |
VOGEL LAW GROUP1 year Service code 29 · EIN 83-0444391 | Legal | $5,445 |
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Annual investment return 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.21% | 11.08%-3.9pp | 8.10%-0.9pp | 8.76%-1.6pp |
| Employer contribution / active EE | $11,288 | $13,910-18.8% | $28,649-60.6% | $16,664-32.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |