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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 13 · EIN 23-3060382 | Contract Administrator | $1,036,894 |
STAMBAUGH NESS PC2 years Filed as: STAMBAUGH NESS, INC Service code 10 · EIN 23-2846715 2600 EASTERN BLVD. · YORK, PA 17402 | Accounting | $10,800 |
MCGUIRE WOODS7+ years Service code 29 · EIN 54-0505857 2001 K STREET NW · WASHINGTON, DC 20006 | Legal | $8,583 |
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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 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 11.59% | 7.73%+3.9pp | 36.37%-24.8pp | 9.30%+2.3pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |