Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $996,741 |
HOLLAND & KNIGHT5+ years Service code 29 · EIN 59-0663819 | Legal | $204,425 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $135,287 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $22,274 |
BMO HARRIS BANK NA4 years Filed as: M&T BANK Service code 14 2200 SAN JACINTO BLVD. · DENTON, TX 76205 | Plan Administrator | $9,680 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 7.71% | 9.11%-1.4pp | 8.54%-0.8pp | 9.11%-1.4pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $37,153-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |