Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER (US), INC Service code 28 · EIN 13-2834414 | Investment Management | $1,155,233 |
ALIGHT SOLUTIONS LLC3 years Service code 49 · EIN 82-1061233 | Other Services | $174,091 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $76,105 |
Filed as: J.P. MORGAN INVESTMENT Service code 50 · EIN 13-3200244 | Direct Payment | $51,293 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $5,564 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL COLLECTIVE Service code 28 · EIN 35-7085469 | Investment Management | $1,290 |
Filed as: QDRO CONSULTANTS Service code 28 · EIN 59-2377440 | Investment Management | $800 |
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 2.86% | 9.47%-6.6pp | 7.32%-4.5pp | 15.63%-12.8pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |