Filed April 8, 2014 (most recent of 4 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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $2,002,541 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-6038770 | Investment Mgmt Fees | $1,716,671 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $620,162 |
Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $97,505 |
US BANK10+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $96,277 |
ALIGHT SOLUTIONS LLC7 years Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $73,113 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD. Service code 10 · EIN 34-1818258 | Accounting | $35,800 |
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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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 6.92% | 10.00%-3.1pp | 5.04%+1.9pp | 9.30%-2.4pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |