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| Provider | Service type | Compensation |
|---|---|---|
DAVIS SELECTED ADVISERS L.P.1+ years Service code 52 · EIN 95-3893011 | Indirect Investment Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
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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 | $211,396-100.0% | $466,275-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | 0.15% | 2.81%-2.7pp | -2.52%+2.7pp | 2.81%-2.7pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $109,954-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $846-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $12,408-100.0% | $1,639-100.0% |