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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT SOLUTIONS Service code 21 · EIN 23-3060382 | Bank Trustee | $203,554 |
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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 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 14.10% | 9.70%+4.4pp | 10.03%+4.1pp | 259.17%-245.1pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |