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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $216,685 |
R. ORTIZ-MALDONADO2+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $58,118 |
BANSLEY AND KIENER, LLP2+ years Service code 10 · EIN 36-2152389 | Accounting | $19,500 |
Service code 29 · EIN 36-2425981 | Legal | $16,053 |
AMALGAMATED BANK2+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $3,047 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,563 | $57,921-2.3% | $84,753-33.3% | $57,658-1.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.91% | 10.24%-3.3pp | 22.78%-15.9pp | 5.13%+1.8pp |
| Employer contribution / active EE | $6,818 | $2,598+162.4% | $3,574+90.7% | $1,974+245.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $299 | $130+130.4% | $5,333-94.4% | $95+216.1% |