Filed January 9, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $195,337 |
PENSION LIVE, LLC2 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 | Actuarial | $54,963 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE Service code 11 · EIN 13-3200244 | Actuarial | $37,215 |
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Annual investment return 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.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 2.63% | 15.60%-13.0pp | 29.77%-27.1pp | 16.32%-13.7pp |
| Employer contribution / active EE | $4,492 | $11,838-62.1% | $33,607-86.6% | $17,007-73.6% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |