Filed April 26, 2012
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 19 · EIN 04-2452803 | Securities Custodian | $896,081 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $263,053 |
Service code 11 · EIN 53-0181291 | Actuarial | $208,325 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $126,680 |
MEADEN & MOORE, LTD.9+ years Service code 10 · EIN 34-1818258 | Accounting | $12,550 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | -94.33% | 4.23%-98.6pp | 7.26%-101.6pp | 24.44%-118.8pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |