Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKES, PA 19456 | Actuarial | $560,203 |
MERCER8+ years Service code 11 · EIN 13-2834414 333 SOUTH 7TH STREET SUITE 1400 · MINNEAPOLIS, MN 55402 | Actuarial | $269,922 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 22 · EIN 52-1042410 PO BOX 151750 · ALEXANDRIA, VA 223151750 | Insurance Broker | $114,576 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -18.72% | -17.19%-1.5pp | 179.55%-198.3pp | 2.78%-21.5pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |