Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $477,700 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $64,248 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVE,NW · WASHINGTON, DC 20006 | Legal | $8,175 |
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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 12.79% | 11.68%+1.1pp | 12.88%-0.1pp | 13.95%-1.2pp |
| Employer contribution / active EE | $15,476 | $10,817+43.1% | $40,010-61.3% | $16,598-6.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |