Filed August 9, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 13 · EIN 13-3408600 | Contract Administrator | $280,443 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $38,847 |
ALIGHT SOLUTIONS LLC3 years Service code 11 · EIN 82-1061233 | Actuarial | $37,097 |
KRUGGEL, LAWTON & COMPANY, LLC6+ years Filed as: KRUGGEL, LAWTON AND COMPANY, LLC Service code 10 · EIN 35-1307701 | Accounting | $14,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 13.74% | 4.61%+9.1pp | 793.01%-779.3pp | 259.14%-245.4pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |