Filed November 7, 2008
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 TRUST COMPANY Service code 25 · EIN 88-1328306 | Directed Trustee | $812,935 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $52,805 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $50,000 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 15.07% | 9.21%+5.9pp | 8.34%+6.7pp | 8.76%+6.3pp |
| Employer contribution / active EE | $54,987 | $15,607+252.3% | $30,790+78.6% | $16,664+230.0% |
| Participant deferral / active EE | $3,333 | $2,645+26.0% | $252+1222.1% | $948+251.6% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |