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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 35 W WACKER DR · CHICAGO, IL 606011723 | Investment Management | $227,098 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 11 · EIN 42-0127290 | Actuarial | $185,299 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $20,829 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $11,837 |
LEWIS RICE LLC1 year Filed as: LEWIS RICE Service code 29 600 WASHINGTON AVENUE · ST LOUIS, MO 63101 | Legal | $7,396 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 4.35% | 7.18%-2.8pp | 4.64%-0.3pp | 7.18%-2.8pp |
| Employer contribution / active EE | $14,866 | $13,095+13.5% | $35,349-57.9% | $13,095+13.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |