Filed November 10, 2014
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.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $521,908 |
BOWMAN & COMPANY LLP1+ years Filed as: BOWMAN AND COMPANY LLP Service code 10 · EIN 21-0658561 601 WHITE HORSE ROAD · VOORHEES, NJ 08043 | Accounting | $10,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 18.11% | 18.13%0pp | 14.64%+3.5pp | 16.32%+1.8pp |
| Employer contribution / active EE | $0 | $23,138-100.0% | $41,831-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |