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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 13 · EIN 23-3060382 | Contract Administrator | $458,504 |
STAMBAUGH NESS PC1+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 252 FREDERICK STREET · HANOVER, PA 17331 | Accounting | $11,100 |
MCGUIRE WOODS1+ years Service code 29 · EIN 54-0505857 2001 K STREET N.W. · WASHINGTON, DC 20006 | Legal | $8,364 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -2.11% | -6.67%+4.6pp | -2.90%+0.8pp | -2.16%+0.1pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |