Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $215,016 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $154,503 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 27 · EIN 13-5674085 | Advisory (Plan) | $75,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $67,437 |
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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 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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 16.02% | 19.51%-3.5pp | 239.57%-223.6pp | 53.27%-37.2pp |
| Employer contribution / active EE | $0 | $15,992-100.0% | $43,837-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |