Filed November 1, 2019
Total covered: 94 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $333,231 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $272,648 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $60,850 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $25,711 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
COVINGTON & BURLING LLP3 years Service code 29 · EIN 53-0188411 | Legal | $9,133 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | 13.33% | 9.11%+4.2pp | 10.60%+2.7pp | 9.11%+4.2pp |
| Employer contribution / active EE | $31,746 | $12,231+159.5% | $43,831-27.6% | $12,231+159.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |