Filed August 23, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $671,383 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P. MORGAN CHASE Service code 27 · EIN 74-6290627 | Advisory (Plan) | $611,689 |
AON CONSULTING2 years Service code 15 · EIN 22-2232264 | Recordkeeping | $377,265 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $122,302 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $110,902 |
BDO USA, LLP2 years Filed as: BDO USA , LLP Service code 10 · EIN 13-5381590 | Accounting | $20,875 |
Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $14,567 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 14.34% | 12.86%+1.5pp | 175.18%-160.8pp | 12.86%+1.5pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,590-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |