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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $20,431 |
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 | $14,487 | $61,214-76.3% | $83,327-82.6% | $56,289-74.3% |
| Participation rate | 98.2% | 72.6%+25.6pp | 77.8%+20.5pp | 69.9%+28.4pp |
| Annual return | -6.99% | 0.42%-7.4pp | 10.64%-17.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $103 | $512-79.8% | $7,540-98.6% | $521-80.2% |