Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $118,905 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $92,216 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $39,620 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $18,904 |
TS&W INTERNATIONAL8 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $14,567 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NEW YORK LIFE INSURANCE CO. Service code 13 · EIN 13-5582869 | Contract Administrator | $11,636 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 4.26% | 9.01%-4.8pp | 8.41%-4.2pp | 8.21%-4.0pp |
| Employer contribution / active EE | $0 | $10,608-100.0% | $41,333-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |