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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $12,542 |
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 | $16,853 | $68,394-75.4% | $94,672-82.2% | $75,177-77.6% |
| Participation rate | 90.6% | 76.1%+14.5pp | 80.8%+9.8pp | 67.2%+23.4pp |
| Annual return | 2.73% | 616.92%-614.2pp | 156.89%-154.2pp | 160.75%-158.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $105 | $5,326-98.0% | $7,222-98.5% | $5,651-98.1% |