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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2945469 | Actuarial | $558,080 |
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 18 · EIN 23-3060382 | Custodial (other than securities) | $411,290 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $43,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 9.57% | 7.31%+2.3pp | 8.54%+1.0pp | 37.77%-28.2pp |
| Employer contribution / active EE | $22,590 | $9,805+130.4% | $37,153-39.2% | $15,798+43.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |