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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 51 · EIN 25-1707341 | Investment Mgmt Fees | $628,031 |
MCNEES WALLACE & NURICK4+ years Service code 29 · EIN 23-1256003 | Legal | $145,240 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $125,580 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $120,780 |
SPEAR WILDERMAN4+ years Service code 29 · EIN 25-2331913 | Legal | $101,768 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $79,032 |
CYPHER & CYPHER4+ years Service code 10 · EIN 25-1385288 | Accounting | $16,110 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA LLC CPA'S Service code 10 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $11,694 |
KOSMERL & COMPANY, P.C.4+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $10,956 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -0.65% | 2.02%-2.7pp | -752.26%+751.6pp | 33.37%-34.0pp |
| Employer contribution / active EE | $10,703 | $12,422-13.8% | $31,802-66.3% | $11,253-4.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |