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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $211,165 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $2,286,405-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 10.5%-10.5pp | 8.4%-8.4pp |
| Annual return | 5.09% | 18.35%-13.3pp | 4.92%+0.2pp | 18.35%-13.3pp |
| Employer contribution / active EE | $0 | $14,669-100.0% | $39,114-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $79-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |