Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $1,786,320 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,178,702 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $73,649 |
SCHNEIDER DOWNS & CO., INC.2+ years Service code 10 · EIN 25-1408703 | Accounting | $16,469 |
BUCHANAN INGERSOLL & ROONEY PC2+ years Service code 29 · EIN 25-1381032 | Legal | $10,486 |
GROSSMAN YANAK & FORD LLP2+ years Service code 10 · EIN 25-1638525 | Accounting | $5,892 |
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Participant contribution per participant 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 | $57,821-100.0% | $264,156-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 45.6%-45.6pp | 5.5%-5.5pp |
| Annual return | 8.51% | 5.86%+2.6pp | 4.74%+3.8pp | 5.86%+2.6pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $46,220-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $1,548 | $492+214.5% | $248+525.2% | $492+214.5% |
| Admin fee / account holder | $0 | $387-100.0% | $12,050-100.0% | $387-100.0% |