Filed May 15, 2013
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 PRIVATE INVESTMENT TRUST CO.8+ years Service code 21 · EIN 52-2293595 | Bank Trustee | $1,283,612 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $328,367 |
COHNREZNICK LLP8+ years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $36,750 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 500 NORTH CAPITOL STREET · WASHINGTON, DC 20001 | Legal | $5,042 |
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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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 1.77% | 9.54%-7.8pp | 10.60%-8.8pp | 9.89%-8.1pp |
| Employer contribution / active EE | $68,421 | $20,687+230.7% | $43,831+56.1% | $14,313+378.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |