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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $438,281 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $106,644 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $57,135 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 41-1592157 | Securities Custodian | $41,264 |
WONG JOHNSON & ASSOCIATES1+ years Service code 10 · EIN 46-0507972 | Accounting | $22,900 |
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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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -1.95% | -2.01%+0.1pp | -0.97%-1.0pp | -0.60%-1.4pp |
| Employer contribution / active EE | $10,045 | $11,144-9.9% | $22,441-55.2% | $12,272-18.1% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |