Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $507,154 |
MERCER3+ years Service code 11 · EIN 13-2834414 333 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $148,822 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 4310 17TH AVENUE SOUTH · FARGO, ND 58108 | Accounting | $14,600 |
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 17.52% | 14.20%+3.3pp | 11.12%+6.4pp | 23.90%-6.4pp |
| Employer contribution / active EE | $38,536 | $28,371+35.8% | $22,651+70.1% | $16,539+133.0% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |