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 | $4,253,139 |
Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-6038770 | Investment Mgmt Fees | $1,044,356 |
Service code 11 · EIN 53-0181291 | Actuarial | $285,832 |
ALIGHT SOLUTIONS LLC5 years Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $97,605 |
US BANK8+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $96,349 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $87,080 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $20,300 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 13 1295 STATE STREET, PRT M352 · SPRINGFIELD, MA 01111 | Contract Administrator | $19,676 |
SALIX8+ years Service code 49 · EIN 31-1640906 | Other Services | $14,039 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -13.39% | 87.23%-100.6pp | -5.12%-8.3pp | 23.41%-36.8pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |