Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $1,398,070 |
ALIGHT SOLUTIONS LLC4 years Service code 49 · EIN 82-1061233 | Other Services | $1,381,049 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING Service code 16 · EIN 53-0188411 | Consulting | $485,232 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $117,801 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $34,275 |
Filed as: J.P. MORGAN INVESTMENT Service code 49 · EIN 13-3200244 | Other Services | $16,054 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -1.39% | 3.70%-5.1pp | 7.69%-9.1pp | 24.44%-25.8pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |