Filed May 10, 2018
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $1,919,322 |
ANTHEM, INC.2 years Filed as: ELEVANCE HEALTH, INC. Service code 14 · EIN 35-2145715 | Plan Administrator | $543,571 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $461,485 |
PENSION BENEFIT INFORMATION6 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 65 · EIN 94-2856521 | Account Maintenance | $269,715 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $95,208 |
LEWIS RICE LLC1 year Service code 29 600 WASHINGTON AVE SUITE 2500 · ST LOUIS, MO 63101 | Legal | $11,691 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,800 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 11.21% | 33.11%-21.9pp | 12.68%-1.5pp | 33.11%-21.9pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $41,626-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |