Filed December 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $124,490 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $61,821 |
TS&W INTERNATIONAL5 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $41,185 |
EATON VANCE4 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $36,635 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $21,356 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $18,720 |
Filed as: NEW YORK LIFE INSURANCE CO. Service code 13 · EIN 13-5582869 | Contract Administrator | $11,560 |
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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 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 9.16% | 13.03%-3.9pp | 9.07%+0.1pp | 18.35%-9.2pp |
| Employer contribution / active EE | $0 | $14,235-100.0% | $46,116-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |