Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $85,589 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $80,975 |
TS&W5 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $55,104 |
EATON VANCE6 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $39,041 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $37,140 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $28,600 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $6,217 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 211.72% | 15.11%+196.6pp | 12.78%+198.9pp | 22.81%+188.9pp |
| Employer contribution / active EE | $0 | $12,021-100.0% | $44,816-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $52 | $520% | $33+58.6% | $603-91.4% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |