Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $50,020 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $46,389 |
SPIVAK LIPTON LLP2+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 | Legal | $42,525 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,299 |
ADMINISTRATIVE SERVICES ONLY2+ years Service code 13 · EIN 11-2995970 | Contract Administrator | $18,000 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $17,616 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $9,808 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $397,815-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 8.4%-8.4pp |
| Annual return | 10.91% | 9.66%+1.3pp | 9.74%+1.2pp | 18.35%-7.4pp |
| Employer contribution / active EE | $0 | $13,864-100.0% | $39,474-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $10,161-100.0% | $9,141-100.0% |