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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $205,533 |
STEWART C. MILLER & CO., INC.6+ years Filed as: STEWART C MILLER & CO, INC Service code 10 · EIN 35-1820020 | Accounting | $34,051 |
FOSTER & FOSTER2 years Service code 11 · EIN 59-1921114 | Actuarial | $17,650 |
Filed as: ASHER, GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $15,873 |
BANSLEY AND KIENER, LLP6+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $12,500 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
LAKESIDE WEALTH MANAGEMENT6+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $11,250 |
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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 | $21,551-100.0% | $162,072-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 33.1%-33.1pp | 13.5%-13.5pp |
| Annual return | 13.83% | 9.38%+4.4pp | 8.01%+5.8pp | 9.29%+4.5pp |
| Employer contribution / active EE | $14,650 | $9,605+52.5% | $29,476-50.3% | $15,168-3.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $630-100.0% | $2,037-100.0% |