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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 19 · EIN 04-2452803 | Securities Custodian | $128,883 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 12.43% | 8.68%+3.8pp | 15.31%-2.9pp | 22.81%-10.4pp |
| Employer contribution / active EE | $89 | $9,089-99.0% | $28,686-99.7% | $18,290-99.5% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |