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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $574,255 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $451,378 |
NEPC, LLC2 years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $283,119 |
BDO USA, LLP1 year Filed as: BDO USA, PC Service code 10 · EIN 13-5381590 | Accounting | $50,510 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 7.38% | 8.76%-1.4pp | 6.89%+0.5pp | 8.76%-1.4pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $43,868-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |