Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $105,641 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $89,600 |
TS&W INTERNATIONAL7 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $77,049 |
EATON VANCE6 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $54,693 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $39,883 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $37,140 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 28 PO BOX 3009 · MONROE, WI 535668309 | Investment Management | $8,632 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $421,797-100.0% | $339,002-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.8%-55.8pp |
| Annual return | 14.74% | 13.48%+1.3pp | 12.78%+2.0pp | 24.44%-9.7pp |
| Employer contribution / active EE | $0 | $49,647-100.0% | $44,816-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,013-100.0% |