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 INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Bank Trustee | $158,465 |
BPAS4 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 6 RHOADS DRIVE · UTICA, NY 13502 | Actuarial | $36,960 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 9200 WORTHINGTON ROAD, SUITE 200 · WESTERVILLE, OH 43082 | Accounting | $8,345 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 20 STANWIX STREET, SUITE 1200 · PITTSBURGH, PA 15222 | Legal | $1,485 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 15.19% | 15.61%-0.4pp | 20.73%-5.5pp | 53.27%-38.1pp |
| Employer contribution / active EE | $2,464 | $10,773-77.1% | $36,503-93.3% | $14,774-83.3% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |