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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 35 W WACKER DR · CHICAGO, IL 606011723 | Investment Management | $330,334 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 11 · EIN 42-0127290 | Actuarial | $204,988 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $20,181 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $12,297 |
LEWIS RICE LLC2 years Filed as: LEWIS RICE Service code 29 600 WASHINGTON AVENUE · ST LOUIS, MO 63101 | Legal | $6,947 |
DEMAND SOLUTIONS1 year Service code 36 1 CITYPLACE DR SUITE 540 · ST LOUIS, MO 63141 | Participant communication; Copying an... | $5,160 |
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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 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 11.52% | 23.90%-12.4pp | 9.84%+1.7pp | 23.90%-12.4pp |
| Employer contribution / active EE | $11,920 | $16,539-27.9% | $50,102-76.2% | $16,539-27.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |