Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $530,806 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $123,084 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $106,750 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $86,094 |
Participant contribution per participant 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 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 18.77% | 11.74%+7.0pp | 10.78%+8.0pp | 13.59%+5.2pp |
| Employer contribution / active EE | $44,030 | $11,467+284.0% | $41,857+5.2% | $14,592+201.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |