Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $93,215 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $68,146 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1406049 | Investment Management | $67,327 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $18,676 |
Service code 28 · EIN 75-2403190 | Investment Management | $15,857 |
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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 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | -0.79% | -2.25%+1.5pp | -1.71%+0.9pp | -7.14%+6.3pp |
| Employer contribution / active EE | $6,856 | $9,687-29.2% | $45,357-84.9% | $14,613-53.1% |
| Participant deferral / active EE | $177 | $67+163.8% | $175+1.5% | $60+194.3% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |