Filed May 20, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 11 · EIN 23-1707341 | Actuarial | $1,976,609 |
MERCER2+ years Filed as: MERCER (US) INC. Service code 11 · EIN 36-2668272 | Actuarial | $808,100 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK MELLON CORP Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $106,332 |
ANDREWS HOOPER PAVLIK PLC2+ years Service code 10 · EIN 38-3133790 | Accounting | $9,000 |
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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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.18% | 9.41%-2.2pp | 5.00%+2.2pp | 9.19%-2.0pp |
| Employer contribution / active EE | $7,373 | $8,353-11.7% | $35,918-79.5% | $12,608-41.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |