Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $64,800 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $61,773 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $33,119 |
TS&W INTERNATIONAL4 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $31,206 |
EATON VANCE3 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $26,994 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $18,922 |
Filed as: NEW YORK LIFE INSURANCE CO. Service code 13 · EIN 13-5582869 | Contract Administrator | $11,623 |
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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 | $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 | 7.52% | 8.09%-0.6pp | 1087.39%-1079.9pp | 9.29%-1.8pp |
| Employer contribution / active EE | $173,560 | $22,299+678.3% | $42,245+310.8% | $15,168+1044.3% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |