Filed October 18, 2004 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 28 · EIN 04-2452803 | Investment Management | $1,733,537 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 42-1466678 | Recordkeeping | $130,446 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $69,969 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2945469 | Recordkeeping | $29,744 |
THE BERWYN GROUP1 year Service code 49 · EIN 34-1672337 | Other Services | $6,375 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $598 |
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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 | $2,456,633-100.0% | $732,694-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 7.1%-7.1pp | 1.5%-1.5pp |
| Annual return | -16.22% | 23.41%-39.6pp | -15.18%-1.0pp | 23.41%-39.6pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $53,321-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $0 | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |