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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-2624428 | Investment Management | $339,262 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $255,288 |
RBC WEALTH MANAGEMENT4 years Service code 28 · EIN 39-1563018 | Investment Management | $100,000 |
SMITH, GAMBRELL & RUSSELL, LLP7+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $46,243 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $33,832 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $27,729 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747891 | Accounting | $14,500 |
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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $274,299-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 39.8%-39.8pp | 0.7%-0.7pp |
| Annual return | -0.49% | 13.24%-13.7pp | 8.84%-9.3pp | 13.24%-13.7pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $67,498-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $46,528-100.0% | $4,137-100.0% |