Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 16 · EIN 22-2232264 | Consulting | $751,451 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4494650 | Investment Management | $483,292 |
CITISTREET, LLC1+ years Service code 13 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Contract Administrator | $187,099 |
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $131,403 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $38,256 |
ERNST & YOUNG LLP1+ years Filed as: ERNEST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $37,430 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $34,158 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 11.01% | 15.82%-4.8pp | 16.78%-5.8pp | 17.84%-6.8pp |
| Employer contribution / active EE | $14,925 | $19,885-24.9% | $26,328-43.3% | $14,688+1.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |