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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $235,853 |
IR&M3 years Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MD 02110 | Investment Management | $96,988 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $94,371 |
SANDERSON ASSET MANAGEMENT3 years Service code 28 · EIN 20-0348128 | Investment Management | $89,818 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $25,021 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $13,431 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 17.75% | 221.56%-203.8pp | 29.77%-12.0pp | 53.27%-35.5pp |
| Employer contribution / active EE | $6,959 | $12,096-42.5% | $33,607-79.3% | $14,774-52.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |