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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 18 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment advisory (plan); Custodial... | $116,215 |
Service code 14 · EIN 13-3954297 | Plan Administrator | $20,419 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST, & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $14,250 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $13,323 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 6.69% | 16.85%-10.2pp | 5.44%+1.2pp | 11.88%-5.2pp |
| Employer contribution / active EE | $0 | $10,313-100.0% | $25,481-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |