Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $344,750 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $317,727 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $59,220 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $23,762 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $13,513 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $11,895 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 10.41% | 15.63%-5.2pp | 9.74%+0.7pp | 15.63%-5.2pp |
| Employer contribution / active EE | $32,300 | $11,476+181.5% | $39,474-18.2% | $11,476+181.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |