Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $90,568 |
Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $66,570 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $56,290 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $27,870 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,250 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $11,996 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 1.47% | 7.65%-6.2pp | 6.89%-5.4pp | 7.65%-6.2pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $43,868-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $107 | $1,172-90.8% | $44+142.5% | $1,172-90.8% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |