| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $208,315 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $40,293 |
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.57% | 15.82%-0.3pp | 16.78%-1.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $4,947 | $19,885-75.1% | $26,328-81.2% | $14,688-66.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |