Filed December 18, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $124,345 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $67,155 |
TS&W INTERNATIONAL4 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $66,361 |
EATON VANCE3 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $60,442 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $42,054 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $33,284 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $11,189 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 12.90% | 8.09%+4.8pp | 1087.39%-1074.5pp | 9.29%+3.6pp |
| Employer contribution / active EE | $0 | $22,299-100.0% | $42,245-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $291 | $820-64.5% | $120+142.9% | $67+333.4% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |