Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKES, PA 19456 | Actuarial | $675,688 |
MERCER7+ years Service code 11 · EIN 13-2834414 333 SOUTH 7TH STREET SUITE 1400 · MINNEAPOLIS, MN 55402 | Actuarial | $161,031 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT GUARANTY CORP Service code 22 · EIN 52-1042410 PO BOX 151750 · ALEXANDRIA, VA 223151750 | Insurance Broker | $113,434 |
EIDE BAILLY LLP7+ years Service code 10 · EIN 45-0250958 4310 17TH AVENUE SOUTH · FARGO, ND 58108 | Accounting | $14,800 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 8.82% | 8.60%+0.2pp | 8.31%+0.5pp | 13.24%-4.4pp |
| Employer contribution / active EE | $54,795 | $19,393+182.5% | $21,002+160.9% | $14,616+274.9% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |