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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-2624428 | Investment Management | $443,951 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $264,607 |
SMITH, GAMBRELL & RUSSELL, LLP6+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $101,176 |
RBC WEALTH MANAGEMENT3 years Service code 28 · EIN 39-1563018 | Investment Management | $100,000 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $31,977 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747891 | Accounting | $14,500 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $438,681-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 44.3%-44.3pp | 0.6%-0.6pp |
| Annual return | 13.49% | 11.45%+2.0pp | 4.26%+9.2pp | 11.45%+2.0pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $54,767-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,187-100.0% | $15,480-100.0% |