Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $412,409 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $62,548 |
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 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 7.92% | 5.03%+2.9pp | 4.07%+3.8pp | 11.88%-4.0pp |
| Employer contribution / active EE | $14,509 | $9,989+45.2% | $36,235-60.0% | $14,612-0.7% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |