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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 20 · EIN 23-1707341 | Direct payment from the plan; Investm... | $88,426 |
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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 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 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 11.11% | 9.08%+2.0pp | 11.38%-0.3pp | 18.35%-7.2pp |
| Employer contribution / active EE | $0 | $8,992-100.0% | $18,467-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |