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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 13 · EIN 23-3060382 | Contract Administrator | $413,949 |
STAMBAUGH NESS PC5 years Filed as: STAMBAUGH NESS, INC Service code 10 · EIN 23-2846715 220 ST. CHARLES WAY · YORK, PA 17402 | Accounting | $14,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 0.29% | 3.77%-3.5pp | 6.70%-6.4pp | 13.05%-12.8pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |