| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $1,410,169 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $609,400 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Float revenue; Custodial (other than ... | $438,191 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $269,139 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $184,732 |
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 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 7.02% | 19.39%-12.4pp | 8.95%-1.9pp | 19.39%-12.4pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |