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 INVESTMENTS3+ years Service code 21 · EIN 23-3060382 | Bank Trustee | $782,758 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $221,160 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $132,018 |
FIDUCIARY COUNSELORS INC.3+ years Filed as: FIDUCIARY COUNSELORS, INC. Service code 28 · EIN 22-3709903 | Investment Management | $40,000 |
SQUIRE PATTON BOGGS (US) LLP3+ years Service code 29 · EIN 34-0648199 | Legal | $24,474 |
Filed as: PRUDENTIAL RETIREMENT INS. AND ANNU Service code 13 · EIN 06-1050034 | Contract Administrator | $21,155 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $16,200 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $16,188 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | -90.29% | 3.14%-93.4pp | 10.53%-100.8pp | 10.21%-100.5pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |