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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 04-3222046 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Actuarial | $43,300 |
SEI INVESTMENTS2+ years Filed as: SEI Service code 21 · EIN 04-2542803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,045 |
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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.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 7.15% | 12.23%-5.1pp | 10.36%-3.2pp | 13.95%-6.8pp |
| Employer contribution / active EE | $27,656 | $18,059+53.1% | $37,738-26.7% | $16,598+66.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |