Filed December 8, 1992
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 INVESTMENTS4+ years Service code 19 · EIN 23-1707341 1 FREEDOM DRIVE · OAKS, PA 19456 | Securities Custodian | $445,950 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 400 ATRIUM DRIVE · SOMERSET, NJ 08873 | Actuarial | $66,563 |
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 1 SEAGATE DRIVE, SUITE 2050 · TOLEDO, OH 43604 | Actuarial | $14,510 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 11 · EIN 39-0859910 100 WALNUT AVENUE, SUITE 200 · CLARK, NJ 07066 | Actuarial | $12,225 |
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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.
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.
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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 6.57% | 18.06%-11.5pp | 13.45%-6.9pp | 16.32%-9.8pp |
| Employer contribution / active EE | $0 | $23,411-100.0% | $26,057-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |