Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 21 · EIN 06-1271230 | Bank Trustee | $1,035,885 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $291,250 |
PNA ADMIN4+ years Service code 13 · EIN 36-2786846 | Contract Administrator | $252,921 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $45,160 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $21,621 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -2.04% | -1.65%-0.4pp | -3.29%+1.2pp | 0.19%-2.2pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $36,762-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |