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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $167,637 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $55,766 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 13.80% | 10.98%+2.8pp | 10.53%+3.3pp | 10.41%+3.4pp |
| Employer contribution / active EE | $35,376 | $15,231+132.3% | $29,360+20.5% | $14,691+140.8% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |