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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $250,915 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $311,837-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -4.91% | -0.69%-4.2pp | 4677.09%-4682.0pp | -0.69%-4.2pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $49,501-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $312-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | - | $124-100.0% |