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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $13,573 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,886 | $77,472-56.3% | $100,415-66.3% | $80,959-58.1% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.1pp | 67.7%+19.0pp |
| Annual return | 103.21% | 37.26%+65.9pp | 49.47%+53.7pp | 35.67%+67.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $121 | $5,885-97.9% | $7,906-98.5% | $6,925-98.3% |