Plan Ledger DOL Form 5500 · updated monthly

Sei Group, LLC401(k)

SEI GROUP, LLC 401(K) PLAN · DORAVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.75%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Sei Group, LLC reported $29,306 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $31 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.27% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Georgia (1,621st of 2,160), and 3,990th of 5,337 in construction. In 2024, employees put in $25.60 for every $1.00 the employer contributed; active participation has grown from 1,013 to 1,312 since 2022.

Plan summary
Net assets, end of year$5,020,836
Participants with balances444
Active participants1,312
Employer contributions$41,325
Employee contributions$1,057,894
Employer contribution per active participant$31
Average account balance$11,308
Benefits paid to participants$345,350
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPAY, L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 444 accts · $41K emplr
2023$2.8M · 373 accts · $32K emplr
2022$941K · 347 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,815
Investment management$20,491
Total administrative$29,306
The Sei Group, LLC 401(k) match · 2024
Employer contribution per active participant$31
Median for plans this size$1,313
2024$31 per active participant
2023$30 per active participant

Sei Group, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$46,853
CETERA INVESTMENT ADVISORS LLC · Investment advisory (participants)$20,348

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,306 · 0.75%
2023$11,428 · 0.61%
2022$2,526 · 0.27%
Same employer
Similar plansConstruction · Georgia
U-Tec Construction, Inc. GA$5.0M · 1.45%
Forza Group, Inc. GA$4.3M · 0.09%
Amr Resources, LLC GA$4.3M · 1.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582478990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.