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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $64,972 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE AND CO Service code 17 270 PARK AVE · NEW YORK, NY 10017 | Pension Consulting | $14,205 |
BDO USA, LLP4+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $9,729 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -21.51% | -2.92%-18.6pp | -752.26%+730.7pp | 10.56%-32.1pp |
| Employer contribution / active EE | $1,833 | $9,485-80.7% | $31,802-94.2% | $13,643-86.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |