Filed March 2, 2010 (most recent of 4 filings on file)
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 INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 18 · EIN 23-3060382 | Custodial (other than securities) | $443,784 |
AON CONSULTING2 years Service code 11 · EIN 22-2945469 | Actuarial | $320,388 |
Filed as: SPIELMAN KOENIGSBERG & PARKER, LLP Service code 10 · EIN 13-3367751 | Accounting | $17,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -20.30% | -12.27%-8.0pp | -8.80%-11.5pp | 2.78%-23.1pp |
| Employer contribution / active EE | $32,469 | $13,732+136.4% | $43,463-25.3% | $15,276+112.5% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |