Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $80,574 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $72,897 |
TS&W1 year Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $40,107 |
EATON VANCE2 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $38,430 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $31,410 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $23,938 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $6,442 |
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 23.16% | 11.91%+11.3pp | 8.22%+14.9pp | 13.59%+9.6pp |
| Employer contribution / active EE | $10,202 | $12,237-16.6% | $46,636-78.1% | $14,592-30.1% |
| Participant deferral / active EE | $122 | $64+91.4% | $1,719-92.9% | $67+82.7% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |