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| Provider | Service type | Compensation |
|---|---|---|
INVESCO5+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $96,728 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $14,055 |
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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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 9.77% | 16.32%-6.6pp | 12.90%-3.1pp | 16.32%-6.6pp |
| Employer contribution / active EE | $15,030 | $17,007-11.6% | $53,929-72.1% | $17,007-11.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $78-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |