Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $86,771 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $48,250 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,250 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $21,014 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
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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 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 50.0%-50.0pp | 2.4%-2.4pp |
| Annual return | 12.61% | 22.81%-10.2pp | 10.60%+2.0pp | 22.81%-10.2pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $43,831-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $107 | $603-82.3% | $166-35.8% | $603-82.3% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |