Filed May 10, 2018
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $771,715 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $109,155 |
ANTHEM, INC.1 year Filed as: ELEVANCE HEALTH, INC. Service code 14 · EIN 35-2145715 | Plan Administrator | $60,345 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $43,184 |
Filed as: SUSTAINABLE WOODLANDS PARTNERS LLC Service code 28 · EIN 20-5192952 | Investment Management | $20,929 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,250 |
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -13.38% | 38.53%-51.9pp | -3.21%-10.2pp | 2.78%-16.2pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |