Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Service code 11 · EIN 06-1271230 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $260,570 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 17 · EIN 90-0007886 444 WEST 47TH STREET · KANSAS CITY, MO 64112 | Pension Consulting | $22,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 16.93% | 10.60%+6.3pp | -2.84%+19.8pp | 627.08%-610.2pp |
| Employer contribution / active EE | $5,287 | $19,729-73.2% | $33,329-84.1% | $18,824-71.9% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |