Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $78,734 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $59,610 |
TS&W2 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $39,301 |
EATON VANCE3 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $37,007 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $33,284 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $24,287 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $6,520 |
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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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 12.49% | 8.09%+4.4pp | 1087.39%-1074.9pp | 9.29%+3.2pp |
| Employer contribution / active EE | $133,919 | $22,299+500.6% | $42,245+217.0% | $15,168+782.9% |
| Participant deferral / active EE | $124 | $820-84.9% | $120+3.6% | $67+84.8% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |