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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORHAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $95,648 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $93,551 |
IR&M2 years Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $24,987 |
SANDERSON ASSET MANAGEMENT2 years Service code 28 · EIN 20-0348128 | Investment Management | $24,711 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $13,825 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $11,704 |
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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.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -7.37% | -2.83%-4.5pp | 12.68%-20.0pp | 10.56%-17.9pp |
| Employer contribution / active EE | $4,779 | $11,770-59.4% | $22,860-79.1% | $13,643-65.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |