Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Service code 11 · EIN 06-1271230 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $878,694 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $192,500 |
Service code 10 · EIN 72-1396621 | Accounting | $47,000 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -20.11% | 1.88%-22.0pp | -5.12%-15.0pp | 2.78%-22.9pp |
| Employer contribution / active EE | $7,515 | $8,732-13.9% | $31,020-75.8% | $15,276-50.8% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |