Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI Service code 21 · EIN 06-1271230 | Bank Trustee | $1,046,235 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $282,775 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $46,770 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $22,000 |
PNA ADMIN5+ years Service code 13 · EIN 36-2786846 | Contract Administrator | $19,557 |
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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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 16.52% | 16.35%+0.2pp | 10.78%+5.7pp | 53.27%-36.8pp |
| Employer contribution / active EE | $0 | $11,482-100.0% | $41,857-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |