Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP6+ years Service code 11 · EIN 13-4008324 | Actuarial | $346,098 |
RICHMOND CAPITAL MANAGEMENT6+ years Service code 28 · EIN 54-1288566 | Investment Management | $266,581 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-2633612 | Bank Trustee | $125,074 |
JANNEY MONTGOMERY SCOTT LLC6+ years Service code 28 · EIN 15-7054566 | Investment Management | $114,549 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $30,795 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 28 · EIN 22-1478099 | Investment Management | $21,000 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 12.07% | 11.57%+0.5pp | 380.71%-368.6pp | 11.45%+0.6pp |
| Employer contribution / active EE | $11,111 | $36,657-69.7% | $45,089-75.4% | $17,219-35.5% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |