Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $1,589,877 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $902,601 |
ALIGHT SOLUTIONS LLC5 years Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $617,852 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $355,788 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $105,091 |
Filed as: EVERSHEDS SUTHERLAND Service code 29 · EIN 58-0619407 | Legal | $62,207 |
CURCIO WEBB1 year Service code 70 · EIN 36-4171366 | Consulting Fees | $46,250 |
SCHNEIDER DOWNS & CO., INC.7+ years Service code 10 · EIN 25-1408703 | Accounting | $13,113 |
COZEN O'CONNOR5 years Service code 29 · EIN 23-1732832 | Legal | $10,918 |
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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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 11.19% | 15.63%-4.4pp | 9.78%+1.4pp | 15.63%-4.4pp |
| Employer contribution / active EE | $5,380 | $11,476-53.1% | $46,889-88.5% | $11,476-53.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |