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 INVESTMENTS9+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $532,732 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS (US) LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $257,379 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $158,995 |
OCTOBER THREE CONSULTING LLC4 years Service code 15 233 SOUTH WACKER DRIVE SUITE 8350 · CHICAGO, IL 606067147 | Recordkeeping | $132,344 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $66,652 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $38,559 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 110 N UPPER WACKER DR · CHICAGO, IL 60606 | Legal | $11,816 |
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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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 11.77% | 20.09%-8.3pp | 15.31%-3.5pp | 37.77%-26.0pp |
| Employer contribution / active EE | $10,802 | $15,382-29.8% | $28,686-62.3% | $15,798-31.6% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |