Filed August 1, 2006 (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 |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $1,839,763 |
AON CONSULTING6 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $993,055 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $37,743 |
SMITH, GAMBRELL & RUSSELL, LLP10+ years Filed as: SMITH GAMBRELL AND RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $20,120 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 6.11% | 8.46%-2.4pp | 9.82%-3.7pp | 8.76%-2.7pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,322-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |