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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $985,977 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 10 · EIN 52-1590516 | Accounting | $109,992 |
Service code 29 · EIN 41-0956652 | Legal | $84,030 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $76,059 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $59,456 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $25,000 |
WHITESTAR ADVISORS, LLC2+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $20,278 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $14,350 |
LASERMARK INC.1 year Filed as: LASERMARK, INC Service code 36 · EIN 41-1703180 | Copying and duplicating | $5,414 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.87% | 3.49%+4.4pp | 4.16%+3.7pp | 7.18%+0.7pp |
| Employer contribution / active EE | $12,106 | $11,083+9.2% | $29,966-59.6% | $13,095-7.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |