Filed June 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $625,586 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $371,912 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, NA Service code 15 · EIN 13-4994650 | Recordkeeping | $301,584 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $145,564 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $103,959 |
Service code 72 | Other investment fees and expenses | $91,460 |
Service code 28 · EIN 20-0292745 | Investment Management | $88,647 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $65,998 |
Service code 28 · EIN 45-3056700 | Investment Management | $52,526 |
Service code 28 · EIN 45-2484628 | Investment Management | $46,388 |
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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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -14.27% | 62.64%-76.9pp | -2.63%-11.6pp | 2.78%-17.1pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,813-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |