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 | $654,038 |
Filed as: SUSTAINABLE WOODLANDS PARTNERS LLC Service code 28 · EIN 20-5192952 | Investment Management | $177,444 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON CORE REAL ESTATE ADV Service code 28 1800 AVENUE OF THE STARS THIRD FL · LOS ANGELES, CA 90067 | Investment Management | $145,677 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $111,218 |
ANTHEM, INC.2 years Filed as: ELEVANCE HEALTH, INC. Service code 14 · EIN 35-2145715 | Plan Administrator | $74,101 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $59,792 |
PENSION BENEFIT INFORMATION4 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 65 · EIN 94-2856521 | Account Maintenance | $26,918 |
LEWIS RICE LLC1 year Service code 29 600 WASHINGTON AVE SUITE 2500 · ST LOUIS, MO 63101 | Legal | $8,837 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $750 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 12.44% | 11.26%+1.2pp | 12.68%-0.2pp | 37.77%-25.3pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |