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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 21 · EIN 04-2542803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $58,236 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 11 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Actuarial | $21,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 4.94% | 12.98%-8.0pp | 14.64%-9.7pp | 13.59%-8.6pp |
| Employer contribution / active EE | $5,469 | $16,363-66.6% | $41,831-86.9% | $14,592-62.5% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |