Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1 year Service code 28 · EIN 74-2798841 | Investment Management | $341,911 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC. Service code 17 · EIN 06-1053228 | Pension Consulting | $69,610 |
Service code 10 · EIN 13-4008324 | Accounting | $45,930 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-6038770 | Investment Management | $45,837 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,761 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 15.76% | 6915.14%-6899.4pp | 380.71%-365.0pp | 627.08%-611.3pp |
| Employer contribution / active EE | $20,011 | $39,618-49.5% | $45,089-55.6% | $18,824+6.3% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |