Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $313,423 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $21,083 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL Service code 28 · EIN 20-1665304 | Investment Management | $8,649 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-9029777 | Investment Management | $7,508 |
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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 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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 10.20% | 5.03%+5.2pp | 18.87%-8.7pp | 7.18%+3.0pp |
| Employer contribution / active EE | $0 | $10,273-100.0% | $19,828-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |