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.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $83,803 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $67,559 |
TS&W INTERNATIONAL6 years Service code 28 1801 CALIFORNIA STREET · DENVER, CO 80202 | Investment Management | $37,998 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $36,502 |
EATON VANCE5 years Service code 28 PO BOX 9653 · PROVIDENCE, RI 029409653 | Investment Management | $34,947 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $19,665 |
Filed as: NEW YORK LIFE INSURANCE CO. Service code 13 · EIN 13-5582869 | Contract Administrator | $11,588 |
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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -5.02% | -12.59%+7.6pp | -11.06%+6.0pp | -5.25%+0.2pp |
| Employer contribution / active EE | $56,976 | $15,979+256.6% | $55,362+2.9% | $15,161+275.8% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |