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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $420,841 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $120,706 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $85,734 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $55,025 |
KAUFF MCGUIRE & MARGOLIS LLP5+ years Service code 29 · EIN 13-3573855 | Legal | $30,060 |
VIRGINIA & AMBINDER, LLP1 year Service code 29 · EIN 13-4166736 | Legal | $27,100 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $5,467 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 1.52% | 9.42%-7.9pp | 10.57%-9.1pp | 627.08%-625.6pp |
| Employer contribution / active EE | $23,737 | $11,814+100.9% | $18,335+29.5% | $18,824+26.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |