Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $1,267,506 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 28 · EIN 15-7054566 | Investment Management | $290,014 |
RICHMOND CAPITAL MANAGEMENT1+ years Service code 28 · EIN 54-1288566 | Investment Management | $180,863 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 ONE CORPORATE CENTER · RYE, NY 105801422 | Investment Management | $122,272 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 25 · EIN 13-2633612 | Directed Trustee | $100,025 |
CIGNA INVESTMENTS INC1+ years Filed as: CIGNA GUARANTEED DEP Service code 28 · EIN 06-0303370 | Investment Management | $68,842 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -2.67% | -2.09%-0.6pp | -1.68%-1.0pp | -0.60%-2.1pp |
| Employer contribution / active EE | $11,194 | $29,352-61.9% | $44,959-75.1% | $12,272-8.8% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |