Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $1,485,329 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $996,308 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $74,072 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 10 · EIN 25-1408703 | Accounting | $16,030 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 70 1211 SW 5TH AVENUE, SUITE 900 · PORTLAND, OR 972043709 | Consulting Fees | $14,662 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Service code 29 · EIN 25-1381032 | Legal | $8,218 |
GROSSMAN YANAK & FORD LLP1+ years Service code 10 · EIN 25-1638525 | Accounting | $5,884 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.09% | 3.11%-4.2pp | -3.43%+2.3pp | 3.11%-4.2pp |
| Employer contribution / active EE | $12,376 | $9,361+32.2% | $25,607-51.7% | $9,361+32.2% |
| Participant deferral / active EE | $1,558 | $375+316.0% | $77+1912.4% | $375+316.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |