Filed April 27, 2016
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8 years Filed as: SEI INVESTMENT MANAGAMENT CORP. Service code 28 · EIN 04-2452803 | Investment Management | $552,518 |
Service code 11 · EIN 81-5205719 | Actuarial | $283,409 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $185,566 |
ORRICK, HERRINGTON & SUTCLIFFE LLP10+ years Service code 29 · EIN 94-2952627 | Legal | $155,285 |
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $33,088 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $26,160 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 49 · EIN 11-3658445 | Other Services | $25,000 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $19,710 |
HRMECCA INC7 years Service code 11 · EIN 20-8060423 | Actuarial | $6,906 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -0.05% | 9.98%-10.0pp | 9.17%-9.2pp | 8.21%-8.3pp |
| Employer contribution / active EE | $54,545 | $11,917+357.7% | $40,523+34.6% | $13,841+294.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |