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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6 years Filed as: SEI INVESTMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $416,795 |
R. ORTIZ-MALDONADO8+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $80,094 |
A. WYDRA6 years Service code 14 · EIN 36-3707316 | Plan Administrator | $30,727 |
P. THIES1 year Service code 30 · EIN 36-3707316 | Employee (plan) | $25,163 |
Service code 29 · EIN 36-2425981 | Legal | $15,183 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $14,374 |
BANSLEY AND KIENER, LLP6 years Filed as: BANSLEY AND KIENER L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $13,400 |
HOURGLASS TECHNOLOGIES4 years Filed as: HOUR GLASS TECHNOLOGIES INC Service code 49 · EIN 46-1959061 | Other Services | $7,829 |
AMALGAMATED BANK8+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $2,254 |
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 | $89,093 | $106,236-16.1% | $112,249-20.6% | $64,819+37.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.45% | -6.02%-7.4pp | 27.48%-40.9pp | 32.84%-46.3pp |
| Employer contribution / active EE | $11,030 | $3,166+248.4% | $3,636+203.3% | $2,507+340.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $435 | $452-3.7% | $6,412-93.2% | $188+131.5% |