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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $76,012 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $24,142 |
BALLARD SPAHR LLP1+ years Service code 29 · EIN 23-0382195 | Legal | $9,672 |
CAMPBELL TAYLOR WASHBURN1+ years Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 | Accounting | $7,700 |
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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 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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | 1.16% | -1.73%+2.9pp | -3.43%+4.6pp | -7.14%+8.3pp |
| Employer contribution / active EE | $0 | $18,310-100.0% | $25,607-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |