Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 19 · EIN 23-3060382 | Securities Custodian | $495,940 |
Service code 11 · EIN 13-3689044 | Actuarial | $122,867 |
SKAPERS & ASSOCIATES3+ years Service code 29 · EIN 26-0005377 | Legal | $25,580 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $13,390 |
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Annual investment return 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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 12.04% | 14.20%-2.2pp | 11.12%+0.9pp | 23.90%-11.9pp |
| Employer contribution / active EE | $59,188 | $28,371+108.6% | $22,651+161.3% | $16,539+257.9% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |