Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI Service code 21 · EIN 06-1271230 | Bank Trustee | $980,377 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $395,528 |
PNA ADMIN3+ years Service code 13 · EIN 36-2786846 | Contract Administrator | $233,776 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $43,874 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $21,694 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 12.04% | 11.05%+1.0pp | 12.88%-0.8pp | 23.90%-11.9pp |
| Employer contribution / active EE | $176,322 | $15,936+1006.4% | $40,010+340.7% | $16,539+966.1% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |