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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 25 · EIN 23-3060382 | Directed Trustee | $1,562,057 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 10.02% | 8.05%+2.0pp | 6.70%+3.3pp | 9.30%+0.7pp |
| Employer contribution / active EE | $3,180 | $10,660-70.2% | $25,217-87.4% | $12,551-74.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |