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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 14 · EIN 23-3060382 1 FREEDOM VALLEY DR., PO BOX 1100 · OAKS, PA 19456 | Plan Administrator | $79,109 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 11.07% | 15.60%-4.5pp | 29.77%-18.7pp | 16.32%-5.3pp |
| Employer contribution / active EE | $498 | $11,838-95.8% | $33,607-98.5% | $17,007-97.1% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |