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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 21 · EIN 04-2542803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $54,486 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 11 · EIN 04-3222046 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Actuarial | $32,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.95% | 11.16%-1.2pp | 10.36%-0.4pp | 10.41%-0.5pp |
| Employer contribution / active EE | $14,493 | $16,610-12.7% | $37,738-61.6% | $14,691-1.3% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |