Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 21 · EIN 06-1271230 | Bank Trustee | $393,954 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $290,492 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $52,841 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $23,625 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -22.03% | -15.92%-6.1pp | -8.80%-13.2pp | 39.82%-61.8pp |
| Employer contribution / active EE | $113,094 | $30,693+268.5% | $43,463+160.2% | $19,980+466.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |