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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $78,389 |
Service code 11 · EIN 53-0181291 | Actuarial | $29,270 |
CAMPBELL TAYLOR WASHBURN5+ 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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 18.71% | 12.80%+5.9pp | 29.77%-11.1pp | 13.59%+5.1pp |
| Employer contribution / active EE | $0 | $11,862-100.0% | $33,607-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |