Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES5 years Service code 28 · EIN 74-2798841 | Investment Management | $417,952 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP INC. Service code 11 · EIN 06-1053228 | Actuarial | $95,265 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $80,670 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 11 · EIN 13-4008324 | Actuarial | $65,375 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $57,287 |
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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 0.73% | 6.37%-5.6pp | 8.04%-7.3pp | 7.65%-6.9pp |
| Employer contribution / active EE | $16,259 | $48,951-66.8% | $42,693-61.9% | $20,582-21.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |