Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $248,277 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: JP MORGAN RETIREMENT PLAN SERVICES Service code 14 · EIN 71-0930784 | Plan Administrator | $128,283 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $75,946 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 27 · EIN 23-2811930 | Advisory (Plan) | $39,177 |
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 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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.82% | -0.96%+0.1pp | -2.01%+1.2pp | -0.60%-0.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $34,453-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |