Filed March 8, 2016
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI Service code 19 · EIN 23-3060382 | Securities Custodian | $125,630 |
PENSION LIVE, LLC1+ years Filed as: PENSION LIVE Service code 13 1505 FEDERAL STREET · DALLAS, TX 75201 | Contract Administrator | $21,011 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Consulting | $6,561 |
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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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 206.98% | -0.43%+207.4pp | -3.43%+210.4pp | -0.60%+207.6pp |
| Employer contribution / active EE | $2,817 | $10,132-72.2% | $25,607-89.0% | $12,272-77.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |