Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI Service code 21 · EIN 06-1271230 | Bank Trustee | $1,005,244 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $298,510 |
PNA ADMIN1+ years Service code 13 · EIN 36-2786846 | Contract Administrator | $238,112 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $42,387 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $20,000 |
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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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -3.33% | -1.96%-1.4pp | -2.79%-0.5pp | -0.60%-2.7pp |
| Employer contribution / active EE | $43,860 | $11,651+276.4% | $39,327+11.5% | $12,272+257.4% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |