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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $322,881 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $145,606 |
Service code 15 · EIN 71-0930784 | Recordkeeping | $119,381 |
HARTLAND & CO1+ years Filed as: HARTLAND & CO. Service code 16 · EIN 34-1597728 | Consulting | $54,928 |
BRADY, WARE & SCHOENFELD, INC.1+ years Filed as: BRADY WARE & SCHOENFELD, INC Service code 10 · EIN 35-1476702 | Accounting | $11,800 |
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 | $52,104 | $82,422-36.8% | $67,652-23.0% | $67,505-22.8% |
| Participation rate | 96.9% | 84.2%+12.7pp | 75.7%+21.3pp | 71.2%+25.7pp |
| Annual return | -0.03% | 12.72%-12.8pp | 6625.40%-6625.4pp | 6.52%-6.6pp |
| Employer contribution / active EE | $1,957 | $2,879-32.0% | $2,266-13.6% | $2,173-10.0% |
| Participant deferral / active EE | $3,579 | $5,020-28.7% | $3,560+0.6% | $3,597-0.5% |
| Admin fee / account holder | $88 | $53+65.4% | $4,821-98.2% | $56+56.7% |