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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 19 · EIN 13-4994650 | Securities Custodian | $163,908 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C MILLER & CO, INC Service code 10 · EIN 35-1820020 | Accounting | $33,792 |
LAKESIDE WEALTH MANAGEMENT2+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $17,500 |
HARTMAN & ASSOCIATES2+ years Service code 11 · EIN 38-3951802 | Actuarial | $16,994 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $10,750 |
Filed as: ASHER, GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $5,586 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 6.67% | 3.12%+3.6pp | 4.16%+2.5pp | 4.56%+2.1pp |
| Employer contribution / active EE | $11,493 | $10,957+4.9% | $29,966-61.6% | $15,526-26.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |