Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $93,636 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $53,670 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $18,608 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $12,175 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $9,604 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 13.47% | 8.23%+5.2pp | 10.03%+3.4pp | 627.08%-613.6pp |
| Employer contribution / active EE | $21,008 | $13,919+50.9% | $38,789-45.8% | $18,824+11.6% |
| Participant deferral / active EE | $128 | $596-78.5% | $74+72.8% | $418-69.3% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |