| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,133,319 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $176,087 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $89,023 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 14 | Plan Administrator | $65,628 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $64,701 |
BUCK GLOBAL, LLC4 years Service code 15 · EIN 13-3954297 | Recordkeeping | $62,180 |
FOULSTON SIEFKIN LLP1 year Filed as: FOULSTON Service code 29 · EIN 48-0572027 | Legal | $10,674 |
Filed as: MERRILL LYNCH INTL LTD. LONDON Service code 40 | Securities brokerage commissions and ... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 11.44% | 8.00%+3.4pp | 7.69%+3.7pp | 37.77%-26.3pp |
| Employer contribution / active EE | $27,414 | $15,902+72.4% | $28,501-3.8% | $15,798+73.5% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |