Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5+ years Service code 11 · EIN 13-4008324 | Actuarial | $472,807 |
RICHMOND CAPITAL MANAGEMENT5+ years Service code 28 · EIN 54-1288566 | Investment Management | $165,897 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $165,476 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 ONE CORPORATE CENTER · RYE, NY 105801422 | Investment Management | $91,201 |
JANNEY MONTGOMERY SCOTT LLC5+ years Service code 28 · EIN 15-7054566 | Investment Management | $61,399 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 28 · EIN 22-1478099 | Investment Management | $40,250 |
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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,923,026 | $1,557,172+87.7% | $346,182+744.4% | $3,370,408-13.3% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 16.26% | 17.70%-1.4pp | 13.48%+2.8pp | 53.27%-37.0pp |
| Employer contribution / active EE | $4,938 | $40,511-87.8% | $47,067-89.5% | $14,774-66.6% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $17,428 | $8,714+100.0% | $14,572+19.6% | $13,289+31.1% |