Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $593,520 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $144,077 |
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $92,458 |
GROOM LAW GROUP4 years Service code 29 · EIN 52-1219029 | Legal | $11,778 |
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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 12.18% | 8.78%+3.4pp | 175.18%-163.0pp | 9.29%+2.9pp |
| Employer contribution / active EE | $30,610 | $11,816+159.1% | $38,590-20.7% | $15,168+101.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |