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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $338,169 |
Service code 28 · EIN 13-3200244 | Investment Management | $145,839 |
ALLIED FUND ADMINISTRATORS2+ years Service code 13 · EIN 27-4526715 | Contract Administrator | $134,095 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $78,340 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $76,325 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $75,000 |
Filed as: NEYHART, ANDERSON, FLYNN & GROSBOIL Service code 29 · EIN 95-2934127 | Legal | $55,788 |
MC CREDIT PARTNERS LP1 year Service code 51 · EIN 46-2738205 | Investment Mgmt Fees | $31,589 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 12 · EIN 94-3089465 | Copying and duplicating; Recordkeepin... | $27,000 |
KRAW LAW GROUP2+ years Service code 29 · EIN 32-0465891 | Legal | $25,235 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.95% | 3.49%+4.5pp | 4.16%+3.8pp | 7.18%+0.8pp |
| Employer contribution / active EE | $8,702 | $11,083-21.5% | $29,966-71.0% | $13,095-33.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |