Filed August 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK Service code 13 · EIN 13-3408600 | Contract Administrator | $250,931 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTANT Service code 11 · EIN 27-2436452 | Actuarial | $80,635 |
Filed as: PRINCIPAL BANK Service code 21 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $38,168 |
KRUGGEL, LAWTON & COMPANY, LLC8+ years Filed as: KRUGGEL, LAWTON AND COMPANY, LLC Service code 10 · EIN 35-1307701 | Accounting | $16,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -93.42% | 0.10%-93.5pp | -4.80%-88.6pp | -14.65%-78.8pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |