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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 51 · EIN 25-1707341 | Investment Mgmt Fees | $509,401 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $103,123 |
GEMGROUP3+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $94,185 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $73,200 |
SPEAR WILDERMAN3+ years Service code 29 · EIN 25-2331913 | Legal | $65,315 |
Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $31,395 |
MCNEES WALLACE & NURICK3+ years Service code 29 · EIN 23-1256003 | Legal | $26,000 |
KOSMERL & COMPANY, P.C.3+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $10,461 |
CYPHER & CYPHER3+ years Service code 10 · EIN 25-1385288 | Accounting | $8,490 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.14% | 11.78%+2.4pp | 8.32%+5.8pp | 23.90%-9.8pp |
| Employer contribution / active EE | $11,121 | $11,309-1.7% | $30,793-63.9% | $16,539-32.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |