Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: CEDAR ROCK CAPITAL LLC Service code 28 · EIN 55-0798568 | Investment Management | $121,724 |
SELECT EQUITY GROUP, L.P.2 years Filed as: SELECT EQUITY GROUP, L.P Service code 27 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Advisory (Plan) | $76,584 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $25,000 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 99 | Other Fees | $1,964 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -8.47% | 2.78%-11.2pp | -11.06%+2.6pp | 2.78%-11.2pp |
| Employer contribution / active EE | $9,560 | $15,276-37.4% | $55,362-82.7% | $15,276-37.4% |
| Participant deferral / active EE | $1,726 | $691+149.8% | $26+6505.7% | $691+149.8% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |