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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 13 · EIN 23-3060382 | Contract Administrator | $1,036,583 |
STAMBAUGH NESS PC3 years Filed as: STAMBAUGH NESS, INC Service code 10 · EIN 23-2846715 220 ST. CHARLES WAY · YORK, PA 17402 | Accounting | $11,300 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -11.75% | 0.10%-11.9pp | -4.80%-7.0pp | -14.65%+2.9pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |