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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 | $77,523-56.3% | $100,383-66.2% | $80,874-58.1% |
| Participation rate | 86.7% | 77.0%+9.7pp | 81.5%+5.2pp | 67.6%+19.0pp |
| Annual return | 103.21% | 37.21%+66.0pp | 49.26%+53.9pp | 35.62%+67.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $121 | $5,899-98.0% | $7,900-98.5% | $6,935-98.3% |