Filed June 14, 2006 (most recent of 2 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 INVESTMENTS MANAGEMENT CORP Service code 21 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $158,847 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 11 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Actuarial | $11,900 |
BAKER TILLY US, LLP2+ years Filed as: BAKER, TILLY, VIRCHOW & KRAUSE, LLP Service code 10 · EIN 39-0859910 20 STANWIX STREET · PITTSBURGH, PA 15222 | Accounting | $5,285 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 7.02% | 16.85%-9.8pp | 5.44%+1.6pp | 11.88%-4.9pp |
| Employer contribution / active EE | $1,867 | $10,313-81.9% | $25,481-92.7% | $14,612-87.2% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |