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 INVESTMENTS6+ years Filed as: SEI PRIVATE TRUST Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Bank Trustee | $275,273 |
BPAS5 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 6 RHOADS DRIVE · UTICA, NY 13502 | Actuarial | $12,289 |
REED SMITH LLP2 years Service code 29 · EIN 25-0749630 20 STANWIX STREET, SUITE 1200 · PITTSBURGH, PA 15222 | Legal | $5,140 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 9200 WORTHINGTON ROAD, SUITE 200 · WESTERVILLE, OH 43082 | Accounting | $111 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 10.20% | 10.64%-0.4pp | 90.61%-80.4pp | 11.45%-1.3pp |
| Employer contribution / active EE | $0 | $11,339-100.0% | $32,730-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |