Filed May 10, 2018
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $2,817,120 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $563,684 |
ANTHEM, INC.2 years Service code 14 · EIN 35-2145715 | Plan Administrator | $331,837 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $85,496 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $23,500 |
PENSION BENEFIT INFORMATION4 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 65 · EIN 94-2856521 | Account Maintenance | $20,347 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,300 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 7.42% | 19.39%-12.0pp | 8.95%-1.5pp | 19.39%-12.0pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |