Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI Service code 21 · EIN 06-1271230 | Bank Trustee | $1,002,859 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $808,979 |
PNA ADMIN2+ years Service code 13 · EIN 36-2786846 | Contract Administrator | $246,924 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $117,356 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $42,950 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 7.16% | 3.81%+3.3pp | 4.07%+3.1pp | 7.18%0pp |
| Employer contribution / active EE | $48,309 | $14,300+237.8% | $36,235+33.3% | $13,095+268.9% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |