Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Service code 27 · EIN 04-2452803 | Advisory (Plan) | $14,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,839 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value 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 | $261,320 | $96,403+171.1% | $93,621+179.1% | $77,775+236.0% |
| Participation rate | 98.4% | 87.6%+10.7pp | 75.8%+22.5pp | 73.2%+25.2pp |
| Annual return | 22.09% | 39.36%-17.3pp | 32.76%-10.7pp | 32.58%-10.5pp |
| Employer contribution / active EE | $9,523 | $3,616+163.4% | $2,719+250.3% | $2,504+280.3% |
| Participant deferral / active EE | $11,534 | $5,341+116.0% | $4,070+183.4% | $3,966+190.8% |
| Admin fee / account holder | -$22 | $90-125.1% | $7,890-100.3% | $100-122.4% |