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 | $3,206,914 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $262,057 |
WELLINGTON TRUST COMPANY4 years Service code 21 280 CONGRESS STREET · BOSTON, MA 02210 | Bank Trustee | $209,563 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 13 1295 STATE STREET, PRT M352 · SPRINGFIELD, MA 01111 | Contract Administrator | $199,442 |
ALIGHT SOLUTIONS LLC4 years Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $165,646 |
US BANK7+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $58,202 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $20,900 |
SALIX7+ years Service code 49 · EIN 31-1640906 | Other Services | $13,540 |
Filed as: PRUDENTIAL MUTUAL FUND SERVICES LLC Service code 21 4400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Bank Trustee | $6,992 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 14.73% | 9.47%+5.3pp | 7.32%+7.4pp | 15.63%-0.9pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |