Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $1,321,913 |
CIGNA INVESTMENTS INC2+ years Filed as: CIGNA GUARANTEED DEP Service code 28 · EIN 06-0303370 | Investment Management | $313,276 |
JANNEY MONTGOMERY SCOTT LLC2+ years Service code 28 · EIN 15-7054566 | Investment Management | $225,519 |
RICHMOND CAPITAL MANAGEMENT2+ years Service code 28 · EIN 54-1288566 | Investment Management | $213,460 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 25 · EIN 13-2633612 | Directed Trustee | $118,900 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 ONE CORPORATE CENTER · RYE, NY 105801422 | Investment Management | $52,200 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 6.52% | 5.09%+1.4pp | 4.74%+1.8pp | 7.18%-0.7pp |
| Employer contribution / active EE | $4,630 | $33,192-86.1% | $46,220-90.0% | $13,095-64.6% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |