Filed May 10, 2018
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $2,492,499 |
ANTHEM, INC.1 year Service code 14 · EIN 35-2145715 | Plan Administrator | $295,397 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $235,561 |
PENSION BENEFIT INFORMATION3 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 65 · EIN 94-2856521 | Account Maintenance | $204,011 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $47,675 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $23,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,500 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.77% | 5230.06%-5215.3pp | 9.52%+5.3pp | 5230.06%-5215.3pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $41,951-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |