Filed April 21, 2005 (most recent of 6 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 INVESTMENTS4+ years Filed as: SEI INVESTMENT Service code 21 · EIN 04-2452803 | Bank Trustee | $1,180,750 |
AON CONSULTING1 year Service code 11 · EIN 22-2322932 | Actuarial | $464,754 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 17 700 W 47TH STREET · KANSAS, MO 64112 | Pension Consulting | $120,000 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -3.67% | 7.01%-10.7pp | 12.68%-16.4pp | 0.19%-3.9pp |
| Employer contribution / active EE | $26,525 | $12,638+109.9% | $22,860+16.0% | $13,763+92.7% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |