Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKES, PA 19456 | Actuarial | $343,124 |
MERCER10+ years Service code 11 · EIN 13-2834414 333 SOUTH 7TH STREET SUITE 1400 · MINNEAPOLIS, MN 55402 | Actuarial | $294,482 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.51% | 3.60%+0.9pp | 4.95%-0.4pp | 8.76%-4.2pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |