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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 51 · EIN 25-1707341 | Investment Mgmt Fees | $701,939 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $125,580 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA LLC CPA'S Service code 10 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $123,508 |
MCNEES WALLACE & NURICK5+ years Service code 29 · EIN 23-1256003 | Legal | $121,298 |
SPEAR WILDERMAN5+ years Service code 29 · EIN 25-2331913 | Legal | $95,696 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $58,757 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $43,408 |
KOSMERL & COMPANY, P.C.5+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $26,369 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 805 15TH STREET NW · WASHINGTON, DC 20005 | Legal | $10,131 |
CYPHER & CYPHER5+ years Service code 10 · EIN 25-1385288 | Accounting | $8,628 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 10.91% | 10.27%+0.6pp | 10.56%+0.3pp | 53.27%-42.4pp |
| Employer contribution / active EE | $10,776 | $12,273-12.2% | $30,197-64.3% | $14,774-27.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |