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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 25 · EIN 23-3060382 | Directed Trustee | $1,578,373 |
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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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -9.99% | -13.75%+3.8pp | -4.80%-5.2pp | 23.41%-33.4pp |
| Employer contribution / active EE | $3,689 | $13,276-72.2% | $30,897-88.1% | $12,650-70.8% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |