Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,009,836 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $334,132 |
HOLLAND & KNIGHT6+ years Service code 29 · EIN 59-0663819 | Legal | $272,968 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $28,299 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 900 WEST 48TH PLACE · KANSAS CITY, MO 64112 | Legal | $16,169 |
BMO HARRIS BANK NA5 years Filed as: M&T BANK Service code 14 2200 SAN JACINTO BLVD. · DENTON, TX 76205 | Plan Administrator | $7,490 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 1.02% | 9.30%-8.3pp | 8.61%-7.6pp | 9.30%-8.3pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $33,046-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |