Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $436,971 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $63,103 |
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% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -2.24% | -1.96%-0.3pp | -2.79%+0.5pp | -0.60%-1.6pp |
| Employer contribution / active EE | $12,846 | $11,651+10.3% | $39,327-67.3% | $12,272+4.7% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |