Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: CEDAR ROCK CAPITAL LLC Service code 28 · EIN 55-0798568 | Investment Management | $212,554 |
Filed as: SELECT EQUITY GROUP, L.P Service code 27 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Advisory (Plan) | $51,611 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $25,000 |
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Participant contribution per participant 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 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 28.19% | 11.40%+16.8pp | 9.07%+19.1pp | 13.24%+14.9pp |
| Employer contribution / active EE | $13,115 | $18,263-28.2% | $46,116-71.6% | $14,616-10.3% |
| Participant deferral / active EE | $1,631 | $791+106.1% | $107+1418.3% | $830+96.4% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |