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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORPORATI Service code 19 · EIN 23-1707341 | Securities Custodian | $401,000 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $104,521 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $98,207 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $40,567 |
KAUFF MCGUIRE & MARGOLIS LLP1+ years Service code 29 · EIN 13-3573855 | Legal | $32,012 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -1.77% | 5.13%-6.9pp | 4.74%-6.5pp | 7.18%-9.0pp |
| Employer contribution / active EE | $9,841 | $14,689-33.0% | $36,089-72.7% | $13,095-24.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |