Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $84,105 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $47,720 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,251 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $16,091 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $9,808 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $6,319 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 9.87% | 11.84%-2.0pp | 9.74%+0.1pp | 11.84%-2.0pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,474-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $137 | $683-79.9% | $135+1.8% | $683-79.9% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |