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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORHAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $109,245 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $36,841 |
Service code 28 · EIN 20-0348128 | Investment Management | $35,844 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $18,879 |
IR&M1 year Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $17,988 |
BDO USA, LLP3+ years Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $13,125 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $13,077 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 12.06% | 22.74%-10.7pp | 16.78%-4.7pp | 13.95%-1.9pp |
| Employer contribution / active EE | $9,000 | $16,157-44.3% | $26,328-65.8% | $16,598-45.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |