Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,150,536 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $706,110 |
Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $323,746 |
HOLLAND & KNIGHT2+ years Service code 29 · EIN 59-0663819 | Legal | $240,551 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $53,280 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 14 2200 SAN JACINTO BLVD. · DENTON, TX 76205 | Plan Administrator | $7,085 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 16.32% | 12.86%+3.5pp | 175.18%-158.9pp | 12.86%+3.5pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,590-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |