Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $130,578 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $90,336 |
TS&W INTERNATIONAL2 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $67,521 |
EATON VANCE1 year Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $54,969 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $42,207 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
FRONTEGRA IRONBRIDGE2 years Service code 28 1 PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Investment Management | $12,641 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $11,320 |
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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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -5.05% | -1.00%-4.0pp | -3.19%-1.9pp | 10.56%-15.6pp |
| Employer contribution / active EE | $0 | $16,990-100.0% | $48,658-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $429 | $22+1888.4% | $273+57.0% | $62+590.7% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |