Filed August 17, 1989
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.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INSTITUTIONAL GROUP Service code 19 · EIN 23-3060383 | Securities Custodian | $271,342 |
Filed as: PRINCIPAL TRUST COMPANY Service code 11 · EIN 51-0099493 | Actuarial | $209,081 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $19,542 |
FORVIS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $17,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 3.46% | 9.45%-6.0pp | 5.04%-1.6pp | 7.65%-4.2pp |
| Employer contribution / active EE | $2,463 | $14,895-83.5% | $26,454-90.7% | $20,582-88.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |