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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3 years Filed as: SEI INVESTMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $327,458 |
R. ORTIZ-MALDONADO5+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $65,145 |
A. WYDRA3 years Service code 14 · EIN 36-3707316 | Plan Administrator | $27,464 |
BANSLEY AND KIENER, LLP3 years Filed as: BANSLEY AND KIENER L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $16,950 |
Service code 29 · EIN 36-2425981 | Legal | $9,324 |
HOURGLASS TECHNOLOGIES1 year Filed as: HOUR GLASS TECHNOLOGIES INC Service code 49 · EIN 46-1959061 | Other Services | $8,224 |
AMALGAMATED BANK5+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $2,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,777 | $66,051+17.8% | $92,909-16.3% | $77,7750% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 16.84% | 20.69%-3.9pp | 109.44%-92.6pp | 32.58%-15.7pp |
| Employer contribution / active EE | $10,027 | $3,426+192.7% | $3,653+174.5% | $2,504+300.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $352 | $148+138.1% | $5,795-93.9% | $100+251.7% |