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 | $294,606 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4494650 | Investment Management | $227,532 |
CITISTREET, LLC1+ years Service code 13 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Contract Administrator | $87,023 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $37,430 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $34,958 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $33,303 |
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $27,695 |
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 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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.29% | 79.68%-67.4pp | 16.78%-4.5pp | 23.90%-11.6pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |