Filed June 8, 2011
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 |
|---|---|---|
SETON HILL UNIVERSITY1 year Service code 10 · EIN 25-0965557 | Accounting | $36,111 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,000 |
Service code 27 · EIN 99-4573857 | Advisory (Plan) | $6,000 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $1,396 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,106 | $84,045+20.3% | $77,361+30.7% | $69,255+46.0% |
| Participation rate | 98.0% | 71.8%+26.2pp | 75.0%+23.0pp | 69.0%+29.0pp |
| Annual return | 9.86% | 12.46%-2.6pp | 1011.54%-1001.7pp | 26.73%-16.9pp |
| Employer contribution / active EE | $4,380 | $2,954+48.3% | $2,990+46.5% | $2,645+65.6% |
| Participant deferral / active EE | $4,663 | $3,349+39.2% | $3,911+19.2% | $2,890+61.3% |
| Admin fee / account holder | $72 | $239-70.0% | $5,894-98.8% | $733-90.2% |