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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $403,811 |
Service code 11 · EIN 31-1582098 | Actuarial | $93,186 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $52,822 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 19 · EIN 41-1592157 | Securities Custodian | $39,138 |
WONG JOHNSON & ASSOCIATES6+ years Service code 10 · EIN 46-0507972 | Accounting | $12,600 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 2.61% | 9.42%-6.8pp | 10.57%-8.0pp | 627.08%-624.5pp |
| Employer contribution / active EE | $9,278 | $11,814-21.5% | $18,335-49.4% | $18,824-50.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |