Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Service code 27 · EIN 04-2452803 | Advisory (Plan) | $21,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$119,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $273,126 | $105,190+159.6% | $98,920+176.1% | $90,274+202.6% |
| Participation rate | 92.7% | 86.4%+6.3pp | 76.0%+16.7pp | 73.4%+19.3pp |
| Annual return | 15.93% | 18.52%-2.6pp | 196.47%-180.5pp | 53.97%-38.0pp |
| Employer contribution / active EE | $7,332 | $3,831+91.4% | $2,689+172.6% | $2,523+190.6% |
| Participant deferral / active EE | $8,956 | $5,616+59.5% | $4,245+111.0% | $4,231+111.7% |
| Admin fee / account holder | -$35 | $97-135.9% | $6,643-100.5% | $114-130.6% |