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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $82,187 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $14,388 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $177,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 11.8%-11.8pp | 4.3%-4.3pp |
| Annual return | 0.50% | 2.81%-2.3pp | -2.52%+3.0pp | 2.81%-2.3pp |
| Employer contribution / active EE | $15,087 | $16,358-7.8% | $82,375-81.7% | $16,358-7.8% |
| Participant deferral / active EE | $0 | $775-100.0% | $201-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $1,917-100.0% | $1,639-100.0% |