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 CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $703,544 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: J.P. MORGAN CHASE Service code 27 · EIN 74-6290627 | Advisory (Plan) | $354,751 |
AON CONSULTING5 years Service code 15 · EIN 22-2232264 | Recordkeeping | $330,390 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $179,490 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $164,945 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $117,898 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $30,000 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $17,088 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | -0.06% | 9.11%-9.2pp | 8.54%-8.6pp | 9.11%-9.2pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $37,153-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |