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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 51 · EIN 25-1707341 | Investment Mgmt Fees | $525,385 |
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $121,530 |
SPEAR WILDERMAN2+ years Service code 29 · EIN 25-2331913 | Legal | $85,544 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $49,796 |
MCNEES WALLACE & NURICK2+ years Service code 29 · EIN 23-1256003 | Legal | $30,942 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $12,675 |
KOSMERL & COMPANY, P.C.2+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $12,668 |
CYPHER & CYPHER2+ years Service code 10 · EIN 25-1385288 | Accounting | $8,658 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.64% | 3.49%+4.1pp | 4.16%+3.5pp | 7.18%+0.5pp |
| Employer contribution / active EE | $9,807 | $11,083-11.5% | $29,966-67.3% | $13,095-25.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |