| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $264,284 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $64,037 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.15% | 6.04%+2.1pp | 5.44%+2.7pp | 9.19%-1.0pp |
| Employer contribution / active EE | $2,534 | $12,925-80.4% | $25,481-90.1% | $12,608-79.9% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |