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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 13 · EIN 23-1707341 | Contract Administrator | $290,735 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $162,000 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 | Legal | $80,953 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $59,438 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL, BECKER & CHIARAMONTE, CPAS P. Service code 10 · EIN 14-1624930 | Accounting | $34,000 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $11,739 |
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 | $61,992 | $83,436-25.7% | $214,702-71.1% | $83,436-25.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 87.5%+12.5pp | 73.2%+26.8pp |
| Annual return | 10.94% | 19.34%-8.4pp | 54.55%-43.6pp | 19.34%-8.4pp |
| Employer contribution / active EE | $9,012 | $4,072+121.3% | $6,461+39.5% | $4,072+121.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $9,147-100.0% | $3,411-100.0% |
| Admin fee / account holder | $346 | $265+30.5% | $19,830-98.3% | $265+30.5% |