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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $825,305 |
Service code 13 2500 MCCELLAN AVE, SUITE 140 · PENNSAUKEN, NJ 08109 | Contract Administrator | $105,466 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $79,123 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,853 |
WILLIG, WILLIAMS & DAVIDSON5+ years Filed as: WILLIG,WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $59,935 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $35,725 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $8,751 |
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Annual investment return 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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 4.32% | 11.11%-6.8pp | 10.57%-6.3pp | 11.45%-7.1pp |
| Employer contribution / active EE | $13,176 | $4,670+182.1% | $18,335-28.1% | $17,219-23.5% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |