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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 51 · EIN 25-1707341 | Investment Mgmt Fees | $491,732 |
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $137,288 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $81,500 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $47,679 |
SPEAR WILDERMAN1+ years Service code 29 · EIN 25-2331913 | Legal | $27,494 |
MCNEES WALLACE & NURICK1+ years Service code 29 · EIN 23-1256003 | Legal | $25,111 |
KOSMERL & COMPANY, P.C.1+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $12,785 |
CYPHER & CYPHER1+ years Service code 10 · EIN 25-1385288 | Accounting | $7,291 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.11% | 1.36%-1.5pp | -1.61%+1.5pp | 1.67%-1.8pp |
| Employer contribution / active EE | $5,949 | $10,832-45.1% | $30,840-80.7% | $10,506-43.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |