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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $441,083 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 16-0468020 | Recordkeeping | $323,605 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $102,400 |
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $26,458 |
SAUL EWING1+ years Filed as: SAUL EWING LLP Service code 29 · EIN 23-1416352 | Legal | $2,100 |
DEBORAH DANNER1+ years Filed as: DEBORAH BRAGDON Service code 17 177 WEST WALK · WEST HAVEN, CT 06516 | Pension Consulting | $1,198 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 8.57% | 6.80%+1.8pp | 7.98%+0.6pp | 4.16%+4.4pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |