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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $233,144 |
R. ORTIZ-MALDONADO3+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $60,741 |
A. WYDRA1 year Service code 14 · EIN 36-3707316 | Plan Administrator | $25,088 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY AND KIENER L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $16,500 |
Service code 29 · EIN 36-2425981 | Legal | $11,446 |
GREGORIO MARCO1 year Filed as: GREGORIO & MARCO LTD. Service code 10 · EIN 36-4028033 | Accounting | $5,787 |
AMALGAMATED BANK3+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $2,979 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,569 | $60,545+8.3% | $92,240-28.9% | $69,631-5.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.51% | 19.71%-6.2pp | 176.29%-162.8pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $8,057 | $2,633+206.0% | $3,680+119.0% | $2,032+296.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $295 | $145+103.6% | $5,194-94.3% | $110+166.9% |