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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $176,923 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS P. Service code 10 · EIN 14-1624930 | Accounting | $34,000 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 13 · EIN 34-1974250 | Contract Administrator | $30,163 |
POZEFSKY, BRAMLEY & MURPHY1+ years Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $15,000 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Service code 10 · EIN 16-1120588 | Accounting | $7,853 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | -0.94% | 13.11%-14.0pp | 29.29%-30.2pp | 48.65%-49.6pp |
| Employer contribution / active EE | $3,783 | $3,503+8.0% | $5,211-27.4% | $2,182+73.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |