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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $18,003 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,117 | $51,244-76.4% | $80,977-85.0% | $55,167-78.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | -1.05% | 17.39%-18.4pp | 17.11%-18.2pp | 169.23%-170.3pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $82 | $398-79.3% | $5,517-98.5% | $504-83.7% |