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 INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $506,133 |
Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $36,126 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $10,600 |
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.
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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -21.67% | -12.85%-8.8pp | -3.21%-18.5pp | -5.25%-16.4pp |
| Employer contribution / active EE | $0 | $16,520-100.0% | $46,051-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |