Filed August 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK Service code 13 · EIN 13-3408600 | Contract Administrator | $252,449 |
AON CONSULTING1 year Service code 13 · EIN 22-2232264 | Contract Administrator | $181,716 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTANT Service code 11 · EIN 27-2436452 | Actuarial | $86,531 |
Filed as: PRINCIPAL BANK Service code 21 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $34,321 |
Filed as: KRUGGEL, LAWTON AND CO. LLC Service code 10 · EIN 35-1307701 | Accounting | $17,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 7.89% | 16.55%-8.7pp | 15.31%-7.4pp | 24.44%-16.5pp |
| Employer contribution / active EE | $53,025 | $42,466+24.9% | $28,686+84.8% | $41,341+28.3% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |