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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $248,461 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 13 · EIN 34-1974250 | Contract Administrator | $36,646 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS P. Service code 10 · EIN 14-1624930 | Accounting | $34,500 |
ISSI1 year Service code 15 · EIN 23-2182079 | Recordkeeping | $22,561 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Service code 10 · EIN 16-1120588 | Accounting | $16,416 |
POZEFSKY, BRAMLEY & MURPHY3+ years Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 5.03% | -0.36%+5.4pp | 651.15%-646.1pp | -0.04%+5.1pp |
| Employer contribution / active EE | $4,256 | $3,856+10.4% | $5,605-24.1% | $2,405+77.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |