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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $219,848 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $129,542 |
MMA SECURITIES LLC1+ years Filed as: MARSH Service code 53 · EIN 36-1436000 | Insurance Commissions | $19,767 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $19,250 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.03% | -0.43%+0.4pp | -3.43%+3.4pp | -0.60%+0.6pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |