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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $368,180 |
R. ORTIZ-MALDONADO6+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $66,477 |
Service code 29 · EIN 36-2425981 | Legal | $31,228 |
A. WYDRA4 years Service code 14 · EIN 36-3707316 | Plan Administrator | $29,295 |
BANSLEY AND KIENER, LLP4 years Filed as: BANSLEY AND KIENER L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $23,500 |
HOURGLASS TECHNOLOGIES2 years Filed as: HOUR GLASS TECHNOLOGIES INC Service code 49 · EIN 46-1959061 | Other Services | $7,711 |
GREGORIO MARCO1 year Filed as: GREGORIO & MARCO Service code 29 · EIN 36-4028033 | Legal | $6,184 |
AMALGAMATED BANK6+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $2,741 |
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 | $91,673 | $91,517+0.2% | $101,271-9.5% | $73,412+24.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.41% | 17.17%-4.8pp | 46.48%-34.1pp | 59.30%-46.9pp |
| Employer contribution / active EE | $12,524 | $2,877+335.4% | $3,660+242.2% | $2,234+460.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $413 | $216+91.6% | $5,948-93.0% | $158+161.9% |