Filed January 20, 1999
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 INVESTMENTS10+ years Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $110,679 |
MCCREADY & KEENE INC.10+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $48,432 |
CROWE LLP3 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 70 WEST MADISON STREET · CHICAGO, IL 60602 | Accounting | $28,284 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 4.22% | 9.39%-5.2pp | 8.93%-4.7pp | 15.59%-11.4pp |
| Employer contribution / active EE | $0 | $36,712-100.0% | $34,172-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $44-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |