Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $100,171 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $46,030 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,250 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $19,844 |
COVINGTON & BURLING LLP2 years Service code 29 · EIN 53-0188411 | Legal | $19,814 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $10,000 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | -20.64% | 39.82%-60.5pp | -10.68%-10.0pp | 39.82%-60.5pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $48,995-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $70 | $614-88.5% | $360-80.5% | $614-88.5% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |