Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $594,402 |
MERCER2+ years Service code 11 · EIN 13-2834414 333 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $136,457 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 4310 17TH AVENUE SOUTH · FARGO, ND 58108 | Accounting | $14,600 |
BPS&M1 year Filed as: BPS&M, LLC Service code 29 · EIN 62-0853448 5301 VIRGINIA WAY · BRENTWOOD, TN 37027 | Legal | $5,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 9.72% | 3.15%+6.6pp | 1.15%+8.6pp | 7.18%+2.5pp |
| Employer contribution / active EE | $0 | $18,767-100.0% | $26,339-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |