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 INVESTMENTS2+ years Service code 15 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Recordkeeping | $257,387 |
AON CONSULTING1 year Filed as: AON Service code 11 | Actuarial | $49,608 |
FINDLEY2+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 1 SEAGATE, SUITE 2050 · TOLEDO, OH 43604 | Actuarial | $17,535 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 11 · EIN 39-0859910 100 WALNUT AVENUE, SUITE 200 · CLARK, NJ 07066 | Actuarial | $14,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 11.88% | 14.20%-2.3pp | 11.12%+0.8pp | 23.90%-12.0pp |
| Employer contribution / active EE | $0 | $28,371-100.0% | $22,651-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $112 | $272-59.0% | $198-43.5% | $350-68.2% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |