Filed August 15, 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 INVESTMENTS1+ years Filed as: SEI Service code 20 · EIN 25-0969449 100 CIDER MILL ROAD · OAKS, PA 19456 | Trustee (individual) | $97,720 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 981012605 | Actuarial | $36,401 |
SINGERLEWAK LLP1+ years Filed as: SINGERLEWAK, LLP Service code 10 · EIN 95-2302617 10960 WILSHIRE BLVD. SUITE 700 · LOS ANGELES, CA 90024 | Accounting | $18,389 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 41-6257133 733 MARQUETTE AVE. · MINNEAPOLIS, MN 55479 | Advisory (Participants) | $11,106 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 10.34% | 4.23%+6.1pp | 3.97%+6.4pp | 4.56%+5.8pp |
| Employer contribution / active EE | $0 | $16,147-100.0% | $28,168-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |