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 INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Bank Trustee | $127,557 |
BPAS2 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 6 RHOADS DRIVE · UTICA, NY 13502 | Actuarial | $22,458 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 9200 WORTHINGTON ROAD, SUITE 200 · WESTERVILLE, OH 43082 | Accounting | $14,500 |
ARNETT CARBIS TOOTHMAN LLP3+ years Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Accounting | $13,183 |
COHEN & GRIGSBY1 year Service code 29 · EIN 25-1491692 625 LIBERTY AVE · PITTSBURGH, PA 15222 | Legal | $2,387 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 12.07% | 12.40%-0.3pp | 10.16%+1.9pp | 23.90%-11.8pp |
| Employer contribution / active EE | $3,270 | $8,748-62.6% | $33,192-90.1% | $16,539-80.2% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |