Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $501,303 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $233,271 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN CORE BOND FUND Service code 27 · EIN 13-4994650 | Advisory (Plan) | $51,747 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES & BOONES LLP Service code 29 · EIN 75-1312888 | Legal | $35,578 |
ARMANINO LLP1 year Service code 13 · EIN 94-6214841 | Contract Administrator | $24,675 |
Filed as: LEGAL & GENERAL INVT MGT AMERICA Service code 27 · EIN 20-8058531 | Advisory (Plan) | $19,509 |
RUDD & WISDOM, INC.1 year Filed as: RUDD AND WISDOM INC Service code 11 · EIN 74-1896655 | Actuarial | $386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 6.80% | 9.92%-3.1pp | 32.33%-25.5pp | 22.81%-16.0pp |
| Employer contribution / active EE | $0 | $16,139-100.0% | $33,964-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |