Filed March 9, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 28 · EIN 23-1707341 | Investment Management | $874,736 |
MERCER2+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $153,021 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $81,120 |
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 31-0838515 | Securities Custodian | $34,686 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 4.37% | 9.70%-5.3pp | 1.15%+3.2pp | 9.19%-4.8pp |
| Employer contribution / active EE | $4,292 | $15,369-72.1% | $26,339-83.7% | $12,608-66.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |