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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 21 · EIN 04-2452803 | Bank Trustee | $93,386 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,183 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $54,377 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 | Bank Trustee | $24,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $496,759 | $61,172+712.1% | $185,851+167.3% | $79,389+525.7% |
| Participation rate | 95.5% | 66.6%+28.9pp | 81.7%+13.8pp | 70.7%+24.8pp |
| Annual return | 14.02% | 19.45%-5.4pp | 122.11%-108.1pp | 116.89%-102.9pp |
| Employer contribution / active EE | $9,094 | $2,321+291.9% | $5,168+76.0% | $2,428+274.6% |
| Participant deferral / active EE | $6,444 | $2,788+131.1% | $5,569+15.7% | $4,046+59.3% |
| Admin fee / account holder | $388 | $710-45.3% | $16,245-97.6% | $626-38.0% |