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| Provider | Service type | Compensation |
|---|---|---|
INVESCO4+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $44,692 |
HSBC2 years Filed as: HSBC TRINKAUS & BURKHARDT AG Service code 28 | Investment Management | $43,914 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $20,050 |
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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 | $37,197-100.0% | $311,837-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -1.51% | -0.69%-0.8pp | 4677.09%-4678.6pp | -0.69%-0.8pp |
| Employer contribution / active EE | $13,297 | $16,786-20.8% | $49,501-73.1% | $16,786-20.8% |
| Participant deferral / active EE | $0 | $525-100.0% | $312-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | - | $124-100.0% |