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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $22,084 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER AND DEETER LLC Service code 10 · EIN 58-1433845 | Accounting | $13,500 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $12,138 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $5,834 |
ASCENSUS LLC2 years Filed as: CAP FINANCIAL Service code 28 1680 CAPITAL ONE DRIVE · MCLEAN, VA 22102 | Investment Management | $3,750 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $2,695 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $187,247-100.0% | $164,721-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | -22.18% | -5.84%-16.3pp | -5.85%-16.3pp | -14.65%-7.5pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |