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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $178,153 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C MILLER & CO, INC Service code 10 · EIN 35-1820020 | Accounting | $28,262 |
HARTMAN & ASSOCIATES3+ years Service code 11 · EIN 38-3951802 | Actuarial | $17,783 |
LAKESIDE WEALTH MANAGEMENT3+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $17,500 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $11,250 |
Filed as: ASHER, GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $6,756 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 16.42% | 9.14%+7.3pp | 8.32%+8.1pp | 10.41%+6.0pp |
| Employer contribution / active EE | $14,531 | $9,384+54.8% | $30,793-52.8% | $14,691-1.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |