Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $45,824 |
LOGAN CIRCLE PARTNERS, LP6+ years Service code 28 · EIN 20-8262386 | Investment Management | $36,033 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $28,401 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $28,253 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,969 |
FISHER INVESTMENTS5 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $6,518 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 11.27% | 4.93%+6.3pp | 7.32%+3.9pp | 9.30%+2.0pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |