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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 25 · EIN 23-3060382 | Directed Trustee | $1,483,151 |
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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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 10.93% | 9.87%+1.1pp | 15.31%-4.4pp | 9.11%+1.8pp |
| Employer contribution / active EE | $2,721 | $9,738-72.1% | $28,686-90.5% | $12,231-77.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |