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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 19 · EIN 04-2452803 | Securities Custodian | $166,664 |
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Employer 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.
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 14.89% | 20.91%-6.0pp | 793.01%-778.1pp | 627.08%-612.2pp |
| Employer contribution / active EE | $189 | $11,580-98.4% | $27,004-99.3% | $18,824-99.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |