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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 245 PARK AVEVUE · NEW YOKR, NY 10005 | Advisory (Plan) | $24,782 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $15,079 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994560 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Bank Trustee | $1,278 |
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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 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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 12.09% | 11.14%+1.0pp | 16.78%-4.7pp | 10.41%+1.7pp |
| Employer contribution / active EE | $0 | $14,043-100.0% | $26,328-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |