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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $266,647 |
Service code 28 · EIN 20-0348128 | Investment Management | $100,461 |
IR&M1 year Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MD 02110 | Investment Management | $63,862 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $43,498 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $41,052 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $30,855 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $15,800 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.88% | 79.68%-66.8pp | 16.78%-3.9pp | 23.90%-11.0pp |
| Employer contribution / active EE | $4,937 | $21,735-77.3% | $26,328-81.2% | $16,539-70.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |