Filed June 8, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $540,709 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $188,746 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $163,424 |
MERCER6+ years Service code 15 · EIN 12-2834414 | Recordkeeping | $110,417 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $73,134 |
Service code 21 · EIN 27-1175487 | Bank Trustee | $7,343 |
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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.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | -2.43% | 12.05%-14.5pp | 793.01%-795.4pp | 12.86%-15.3pp |
| Employer contribution / active EE | $8,011 | $21,947-63.5% | $27,004-70.3% | $13,687-41.5% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |