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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ 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 | $8,031 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 1.47% | 10.60%-9.1pp | -2.84%+4.3pp | 627.08%-625.6pp |
| Employer contribution / active EE | $149 | $19,729-99.2% | $33,329-99.6% | $18,824-99.2% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |