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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-2624428 | Investment Management | $595,467 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $249,431 |
RBC WEALTH MANAGEMENT5 years Service code 28 · EIN 39-1563018 | Investment Management | $100,000 |
SMITH, GAMBRELL & RUSSELL, LLP8+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $51,223 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $28,278 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $15,225 |
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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 | $164,233-100.0% | $333,750-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.6%-48.6pp | 0.0%0pp |
| Annual return | -16.64% | 2.77%-19.4pp | -9.60%-7.0pp | 2.77%-19.4pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $56,630-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $124-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $5,181-100.0% | $1,015-100.0% |