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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI Service code 21 · EIN 04-2542803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 11 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Actuarial | $1 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 3.80% | -1.56%+5.4pp | -2.18%+6.0pp | 10.56%-6.8pp |
| Employer contribution / active EE | $31,618 | $15,244+107.4% | $38,751-18.4% | $13,643+131.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |