Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $178,686 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $27,997 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 6.91% | 13.75%-6.8pp | 8.22%-1.3pp | 53.27%-46.4pp |
| Employer contribution / active EE | $11,034 | $13,858-20.4% | $46,636-76.3% | $14,774-25.3% |
| Participant deferral / active EE | $1,429 | $476+200.0% | $1,719-16.9% | $1,259+13.6% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |