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 INVESTMENTS7 years Filed as: SEI INVESTMENT MANAGAMENT CORP. Service code 28 · EIN 04-2452803 | Investment Management | $728,662 |
Service code 11 · EIN 81-5205719 | Actuarial | $162,631 |
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $34,752 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,058 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $19,170 |
Service code 29 · EIN 94-2952627 | Legal | $14,764 |
HRMECCA INC6 years Service code 11 · EIN 20-8060423 | Actuarial | $6,451 |
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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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 5.73% | 9.74%-4.0pp | 12.68%-7.0pp | 9.89%-4.2pp |
| Employer contribution / active EE | $32,258 | $15,597+106.8% | $41,626-22.5% | $14,313+125.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |