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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 06-1271230 | Bank Trustee | $193,929 |
USI CONSULTING GROUP5 years Service code 11 · EIN 06-1053228 | Actuarial | $66,328 |
FLAGEL HUBER FLAGEL3 years Service code 10 · EIN 31-0796034 | Accounting | $12,600 |
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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.
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 | $24,265-100.0% | $136,833-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 9.3%-9.3pp |
| Annual return | 4.10% | 10.08%-6.0pp | -1.97%+6.1pp | 9.76%-5.7pp |
| Employer contribution / active EE | $0 | $16,866-100.0% | $19,908-100.0% | $12,965-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,412-100.0% | $4,785-100.0% |