Filed October 18, 2004
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 21 · EIN 23-3060382 | Bank Trustee | $555,957 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $194,568 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 13 · EIN 31-1582098 | Contract Administrator | $118,141 |
FIDUCIARY COUNSELORS INC.2 years Filed as: FIDUCIARY COUNSELORS, INC. Service code 28 · EIN 22-3709903 | Investment Management | $40,000 |
Filed as: PRUDENTIAL RETIREMENT INS. & ANNUIT Service code 13 · EIN 06-1050034 | Contract Administrator | $24,246 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $17,000 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $14,385 |
Service code 28 · EIN 06-1055669 | Investment Management | $6,022 |
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Participant 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.
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 17.40% | 15.46%+1.9pp | 18.06%-0.7pp | 16.32%+1.1pp |
| Employer contribution / active EE | $21,316 | $10,289+107.2% | $30,411-29.9% | $17,007+25.3% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |