Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $90,185 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $88,131 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $36,030 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1406049 | Investment Management | $34,230 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $19,050 |
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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 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 4.00% | 3.08%+0.9pp | 4.07%-0.1pp | 4.56%-0.6pp |
| Employer contribution / active EE | $7,063 | $13,461-47.5% | $45,149-84.4% | $15,526-54.5% |
| Participant deferral / active EE | $168 | $34+392.5% | $92+82.6% | $97+74.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |