Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SELECT EQUITY GROUP, L.P.3 years Filed as: SELECT EQUITY GROUP, L.P Service code 27 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Advisory (Plan) | $54,613 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 99 | Other Fees | $23,697 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $18,750 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 9.44% | 37.77%-28.3pp | 12.78%-3.3pp | 37.77%-28.3pp |
| Employer contribution / active EE | $9,276 | $15,798-41.3% | $44,816-79.3% | $15,798-41.3% |
| Participant deferral / active EE | $1,824 | $732+149.1% | $33+5457.1% | $732+149.1% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |