Filed October 1, 1992
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 INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 | Actuarial | $484,069 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $60,450 |
Filed as: CBIZ SAVITZ Service code 17 · EIN 31-1582098 | Pension Consulting | $20,000 |
DRINKER BIDDLE & REATH LLP2+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $6,180 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 6.76% | 4.80%+2.0pp | 7.98%-1.2pp | 4.56%+2.2pp |
| Employer contribution / active EE | $81,236 | $12,906+529.4% | $23,724+242.4% | $15,526+423.2% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |