Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $473,695 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $255,283 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $150,000 |
DEFINITI LLC2 years Service code 11 3 HOLLAND STREET · ERIE, PA 16507 | Actuarial | $79,102 |
INSPIRA1 year Service code 49 · EIN 36-4400066 | Other Services | $26,555 |
COHN REZNICK LLP6 years Filed as: COHN REZNICK Service code 28 · EIN 33-4144829 | Investment Management | $26,250 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $10,470 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | -0.49% | 8.15%-8.6pp | 8.04%-8.5pp | 8.76%-9.3pp |
| Employer contribution / active EE | $0 | $60,767-100.0% | $42,693-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |