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 |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $105,275 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $37,270 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 04-1406049 | Investment Management | $21,601 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $12,133 |
Filed as: NEW YORK LIFE INSURANCE CO. Service code 13 · EIN 13-5582869 | Contract Administrator | $11,892 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 5.64% | 3.08%+2.6pp | 4.07%+1.6pp | 4.56%+1.1pp |
| Employer contribution / active EE | $24,791 | $13,461+84.2% | $45,149-45.1% | $15,526+59.7% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |