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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN BROKER-DEALER HODLINGS I Service code 55 | Other Commissions | $14,938 |
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Contract Administrator | $10,500 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,230 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,191 |
Filed as: JP MORGAN BROKER-DEALER HOLDINGS I Service code 55 PO BOX 681131 · CHICAGO, IL 60695 | Other Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $176,632 | $100,041+76.6% | $149,718+18.0% | $70,131+151.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.23% | 27.43%-6.2pp | 1501.70%-1480.5pp | 73.14%-51.9pp |
| Employer contribution / active EE | $16,686 | $3,662+355.7% | $5,444+206.5% | $2,342+612.3% |
| Participant deferral / active EE | $11,820 | $4,983+137.2% | $6,568+80.0% | $3,332+254.8% |
| Admin fee / account holder | $78 | $8,286-99.1% | $11,283-99.3% | $4,645-98.3% |