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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $187,657 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C MILLER & CO, INC Service code 10 · EIN 35-1820020 | Accounting | $34,512 |
LAKESIDE WEALTH MANAGEMENT4+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $17,500 |
HARTMAN & ASSOCIATES4+ years Service code 11 · EIN 38-3951802 | Actuarial | $16,272 |
Filed as: ASHER, GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $12,513 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $11,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -7.32% | -2.92%-4.4pp | -752.26%+744.9pp | 10.56%-17.9pp |
| Employer contribution / active EE | $15,448 | $9,485+62.9% | $31,802-51.4% | $13,643+13.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |