Filed April 29, 2020
Total covered: 189 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $311,303 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $284,950 |
FOLEY & LARDNER LLP3 years Service code 29 · EIN 39-0473800 | Legal | $24,450 |
FORVIS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $20,800 |
BUCK GLOBAL, LLC4+ years Service code 11 · EIN 13-3954297 | Actuarial | $7,500 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 7.58% | 8.00%-0.4pp | 7.69%-0.1pp | 37.74%-30.2pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |