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.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENT MANAGAMENT CORP. Service code 28 · EIN 04-2452803 | Investment Management | $1,249,573 |
Service code 11 · EIN 81-5205719 | Actuarial | $164,262 |
Service code 29 · EIN 94-2952627 | Legal | $46,494 |
SEI INVESTMENTS6+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $42,234 |
SHEA LABAGH DOBBERSTEIN3 years Service code 10 · EIN 94-2290202 | Accounting | $22,283 |
HRMECCA INC3 years Service code 11 · EIN 20-8060423 | Actuarial | $5,991 |
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Employer 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.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | 9.60% | 10.61%-1.0pp | 9.52%+0.1pp | 627.08%-617.5pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |