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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $225,787 |
Filed as: TIC INTERNATIONAL CORP Service code 10 · EIN 13-2600875 | Accounting | $31,427 |
Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
Filed as: ASHER, GITTLER, & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $25,762 |
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $19,500 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $19,500 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 11.42% | 146.80%-135.4pp | 20.18%-8.8pp | 22.81%-11.4pp |
| Employer contribution / active EE | $18,229 | $13,016+40.1% | $29,108-37.4% | $18,290-0.3% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |