Filed November 5, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $627,691 | $71,802+774.2% | $133,975+368.5% | $57,658+988.6% |
| Participation rate | 99.6% | 85.5%+14.1pp | 87.1%+12.5pp | 70.2%+29.3pp |
| Annual return | 15.58% | 13.51%+2.1pp | 29.29%-13.7pp | 5.13%+10.5pp |
| Employer contribution / active EE | $5,661 | $3,161+79.1% | $5,211+8.6% | $1,974+186.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |