Sei Investments Company 401(k) Review & Grade
Sei Capital Accumulation Plan
Oaks, PAProfessional, Scientific & Technical Services4,305 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$4,438Employer $ per active participant
$9,547Employee $ saved per active participant
0.01%Direct admin cost, % of plan assets
$881.8MNet plan assets, end of year
$160,464Average balance per account
Score breakdown
- Employer generosity35.4 / 5071th percentile for employer $ per participant
- Low cost24.6 / 2598th percentile for low admin cost vs. same-size plans
- Employee saving7.7 / 1551th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score78 / 100 · Grade A
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 2,500–9,999 active participants (231 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 71th |
| Lower admin cost | 98th |
| Employee saving | 51th |
| Peers that auto-enroll | 47% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Sei Investments put in about $4,438 per active participant, more than the typical peer ($2,951). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $19,103,548 |
| Participant (employee) contributions | $41,101,399 |
| Other contributions (incl. rollovers in) | $6,410,973 |
| Administrative expenses paid from the plan | $55,692 |
| Contract administrator fees | $55,692 |
| Benefits paid out | $65,618,643 |
| Net assets, start / end of year | $764.7M / $881.8M |
| Active participants, start / end of year | 4,283 / 4,327 |
| Participants with account balances | 5,495 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | KPMG, LLP |
| Employer stock held by plan | $38,837,110 |
Largest service providers (Schedule C)
| Principal Life Insurance Company | $52,638 reported compensation |
| State Street | $0 reported compensation |
| Sei Investments Management Corpo | $0 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250918162615NAL0001492225001, received 2025-09-18, EIN 23-1707341, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.