Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 11 · EIN 06-1271230 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $358,853 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 17 · EIN 90-0007886 444 WEST 47TH STREET · KANSAS CITY, MO 64112 | Pension Consulting | $15,000 |
MAZURSKY CONSTANTINE LLC1+ years Service code 29 · EIN 58-2005387 999 PEACHTREE STREET, NE · ATLANTA, GA 30309 | Legal | $5,468 |
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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 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.29% | -0.43%-1.9pp | -3.43%+1.1pp | -0.60%-1.7pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |