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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $211,220 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $149,206 |
KPMG LLP2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.05% | 17.94%-13.9pp | 5.44%-1.4pp | 7.18%-3.1pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |