Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $48,430 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $32,359 |
SPIVAK LIPTON LLP3+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 | Legal | $29,363 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,298 |
ADMINISTRATIVE SERVICES ONLY3+ years Service code 13 · EIN 11-2995970 | Contract Administrator | $18,000 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | $268,676-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 9.9%-9.9pp |
| Annual return | -19.76% | -13.96%-5.8pp | -10.68%-9.1pp | -5.25%-14.5pp |
| Employer contribution / active EE | $0 | $9,887-100.0% | $48,995-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $360-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,366-100.0% | $3,859-100.0% |