Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $75,000 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN ADVISORY, LLC Service code 27 · EIN 26-4560299 | Advisory (Plan) | $44,264 |
USI CONSULTING GROUP10+ years Service code 11 · EIN 13-4032401 | Actuarial | $31,750 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,675 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 9.91% | 7.83%+2.1pp | 8.34%+1.6pp | 13.05%-3.1pp |
| Employer contribution / active EE | $55,364 | $34,993+58.2% | $30,790+79.8% | $37,652+47.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |