Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Service code 28 · EIN 04-2452803 | Investment Management | $137,338 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $74,873 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 12.96% | -14.68%+27.6pp | -2.84%+15.8pp | 259.19%-246.2pp |
| Employer contribution / active EE | $2,973,154 | $47,728+6129.4% | $33,329+8820.7% | $41,472+7069.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |