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 | $163,427 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1406049 | Investment Management | $108,080 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $98,162 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $49,248 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
Service code 28 · EIN 75-2403190 | Investment Management | $24,867 |
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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 | $211,396-100.0% | $226,711-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 48.3%-48.3pp | 4.3%-4.3pp |
| Annual return | -0.67% | 2.81%-3.5pp | -1.71%+1.0pp | 2.81%-3.5pp |
| Employer contribution / active EE | $12,708 | $16,358-22.3% | $45,357-72.0% | $16,358-22.3% |
| Participant deferral / active EE | $417 | $775-46.2% | $175+138.7% | $775-46.2% |
| Admin fee / account holder | $0 | $1,639-100.0% | $7,161-100.0% | $1,639-100.0% |