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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $375,090 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 12 · EIN 94-3089465 | Copying and duplicating; Contract Adm... | $232,018 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $118,063 |
VENUTI & ASSOCIATES10+ years Service code 11 · EIN 04-3721424 | Actuarial | $66,250 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $42,755 |
KRAW LAW GROUP10+ years Service code 29 · EIN 32-0465891 | Legal | $36,341 |
Service code 29 · EIN 94-2576729 | Legal | $15,170 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $15,009 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,076 |
BLACKROCK1 year Filed as: RUSSELL INVESTMENTS - BLACKROCK INS Service code 21 · EIN 94-3112180 | Bank Trustee | $5,855 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.64% | 11.08%-0.4pp | 8.10%+2.5pp | 8.76%+1.9pp |
| Employer contribution / active EE | $16,989 | $13,910+22.1% | $28,649-40.7% | $16,650+2.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |