Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $500,109 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $65,422 |
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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -5.11% | -3.52%-1.6pp | -3.29%-1.8pp | -0.69%-4.4pp |
| Employer contribution / active EE | $12,455 | $14,733-15.5% | $36,762-66.1% | $16,786-25.8% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |