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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $123,880 |
Filed as: WESTERN ASSET SMASH SERIES C FUND Service code 28 125 BROAD ST, 10TH FL · NEW YORK, NY 10004 | Investment Management | $0 |
Filed as: WESTERN ASSET SMASH SERIES CORE COM Service code 28 125 BROAD ST, 10TH FL · NEW YORK, NY 10004 | Investment Management | $0 |
Filed as: WESTERN ASSET SMASH SERIES M FUND Service code 28 125 BROAD ST, 10TH FL · NEW YORK, NY 10004 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -17.81% | -11.09%-6.7pp | -38.86%+21.0pp | -5.25%-12.6pp |
| Employer contribution / active EE | $0 | $16,800-100.0% | $37,752-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |