Filed May 10, 2018
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $1,988,632 |
Filed as: ARTHUR J GALLAGHER & CO Service code 11 · EIN 36-2102482 | Actuarial | $551,947 |
ANTHEM, INC.3 years Filed as: ELEVANCE HEALTH, INC. Service code 14 · EIN 35-2145715 | Plan Administrator | $453,775 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $114,753 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,400 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 3.34% | 8.48%-5.1pp | 9.17%-5.8pp | 8.48%-5.1pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,523-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |