Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CITISTREET, LLC2+ years Service code 13 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Contract Administrator | $271,782 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $259,854 |
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $249,133 |
Filed as: FRANK RUSSELL CO Service code 28 · EIN 91-0604934 | Investment Management | $181,510 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4494650 | Investment Management | $96,083 |
Filed as: STATE STREET BANK & TRUST CO. Service code 21 227 W MONROE STREET · CHICAGO, IL 60606 | Bank Trustee | $29,067 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $28,924 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 444 W LAKE STREET · CHICAGO, IL 60606 | Legal | $9,590 |
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.
Plan reported a final filing / termination within the last year.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -70.12% | -5.34%-64.8pp | 12.68%-82.8pp | -82.67%+12.5pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |