Filed September 3, 2013 (most recent of 4 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 INVESTMENTS1+ years Service code 11 · EIN 23-1707341 | Actuarial | $905,084 |
THE CONCORD ADVISORY GROUP1+ years Filed as: THE CONCORD ADVISORY GROUP, LTD Service code 27 · EIN 22-3039644 | Advisory (Plan) | $63,075 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $43,760 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 27 · EIN 13-2614959 | Advisory (Plan) | $31,378 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 20-4797982 | Advisory (Plan) | $17,421 |
COMMONFUND1+ years Service code 27 · EIN 23-7037968 | Advisory (Plan) | $0 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.78% | 4.01%-6.8pp | -2.01%-0.8pp | 1.67%-4.5pp |
| Employer contribution / active EE | $16,591 | $6,352+161.2% | $34,453-51.8% | $10,506+57.9% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |