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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $240,311 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 27 · EIN 13-2624428 | Advisory (Plan) | $158,506 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 28 · EIN 27-2037969 | Investment Management | $48,000 |
SMITH, GAMBRELL & RUSSELL, LLP9+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $47,231 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $26,651 |
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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 | $3,299,877-100.0% | $431,983-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 66.7%-66.7pp | 2.3%-2.3pp |
| Annual return | 8.52% | 37.74%-29.2pp | 9.65%-1.1pp | 37.74%-29.2pp |
| Employer contribution / active EE | $0 | $15,788-100.0% | $50,020-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $62-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $35,292-100.0% | $9,287-100.0% |