Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Service code 11 · EIN 06-1271230 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $89,201 |
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $5,050 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 43.9%-43.9pp |
| Annual return | -1.32% | 3.49%-4.8pp | 5.16%-6.5pp | 13.05%-14.4pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,459-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $79-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,946-100.0% |