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 | $151,645 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $105,914 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1406049 | Investment Management | $68,436 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $50,233 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $36,030 |
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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 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 3.81% | 4.65%-0.8pp | 4.07%-0.3pp | 11.88%-8.1pp |
| Employer contribution / active EE | $6,207 | $13,858-55.2% | $45,149-86.3% | $14,612-57.5% |
| Participant deferral / active EE | $408 | $136+200.0% | $92+343.0% | $518-21.4% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |