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 INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $146,477 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $115,186 |
PENSION LIVE, LLC6 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 | Actuarial | $48,134 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,510 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | -8.92% | 9.67%-18.6pp | 7.69%-16.6pp | 22.81%-31.7pp |
| Employer contribution / active EE | $23,230 | $11,016+110.9% | $28,501-18.5% | $18,290+27.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |