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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $13,139 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,544 | $59,111-72.0% | $86,451-80.9% | $68,490-75.8% |
| Participation rate | 92.6% | 75.2%+17.3pp | 80.3%+12.2pp | 67.9%+24.7pp |
| Annual return | -24.01% | -0.22%-23.8pp | 4398.51%-4422.5pp | -7.85%-16.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $101 | $5,640-98.2% | $6,734-98.5% | $5,403-98.1% |