Filed May 10, 2018
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $864,603 |
Filed as: ATH HOLDING COMPANY LLC Service code 14 · EIN 11-3713086 | Plan Administrator | $92,663 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $79,531 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $59,567 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
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 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.55% | 14.29%+1.3pp | 14.64%+0.9pp | 21.83%-6.3pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |