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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 | $34,256 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $17,449 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $9,187 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $5,878 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | -1.12% | 9.14%-10.3pp | 8.32%-9.4pp | 10.41%-11.5pp |
| Employer contribution / active EE | $3,105 | $9,384-66.9% | $30,793-89.9% | $14,691-78.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |