Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $523,743 |
Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $201,084 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $52,300 |
Filed as: FIDUCIARY COUNSELORS, INC. Service code 31 · EIN 27-3709903 | Named fiduciary; Direct payment from ... | $47,123 |
COVINGTON & BURLING LLP2 years Service code 29 · EIN 53-0188411 | Legal | $15,769 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $7,750 |
Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $5,873 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 13.99% | 17.84%-3.9pp | 9.60%+4.4pp | 17.84%-3.9pp |
| Employer contribution / active EE | $31 | $14,688-99.8% | $45,595-99.9% | $14,688-99.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |