Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 11 · EIN 06-1271230 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $325,123 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 17 · EIN 90-0007886 444 WEST 47TH STREET · KANSAS CITY, MO 64112 | Pension Consulting | $18,000 |
MAZURSKY CONSTANTINE LLC2+ years Service code 29 · EIN 58-2005387 999 PEACHTREE STREET, NE · ATLANTA, GA 30309 | Legal | $8,967 |
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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 8.60% | 17.94%-9.3pp | 5.44%+3.2pp | 7.18%+1.4pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |