Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $129,790 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $91,345 |
FRONTEGRA IRONBRIDGE1 year Service code 28 1 PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Investment Management | $73,121 |
TS&W INTERNATIONAL1 year Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $64,983 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 · EIN 06-1406049 | Investment Management | $63,646 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $47,001 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $43,969 |
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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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 13.98% | 14.65%-0.7pp | 8.93%+5.1pp | 10.41%+3.6pp |
| Employer contribution / active EE | $27,918 | $18,218+53.2% | $43,470-35.8% | $14,691+90.0% |
| Participant deferral / active EE | $447 | $64+599.6% | $223+100.1% | $58+668.3% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |