Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKES, PA 19456 | Securities Custodian | $558,465 |
MERCER5+ years Service code 11 · EIN 13-2834414 333 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $148,006 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 4310 17TH AVENUE SOUTH · FARGO, ND 58108 | Accounting | $14,700 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 18.07% | 20.56%-2.5pp | 13.45%+4.6pp | 53.27%-35.2pp |
| Employer contribution / active EE | $25,513 | $25,5060% | $26,057-2.1% | $14,774+72.7% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |