Filed January 15, 2009 (most recent of 3 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 INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Bank Trustee | $108,555 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 6 RHOADS DRIVE · UTICA, NY 13502 | Actuarial | $40,024 |
ARNETT CARBIS TOOTHMAN LLP2+ years Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Accounting | $6,075 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.39% | 5.09%+1.3pp | 5.00%+1.4pp | 7.18%-0.8pp |
| Employer contribution / active EE | $4,167 | $7,393-43.6% | $35,918-88.4% | $13,095-68.2% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |