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| Provider | Service type | Compensation |
|---|---|---|
INVESCO7+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $111,812 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $20,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 5.44% | 11.84%-6.4pp | 4.92%+0.5pp | 11.84%-6.4pp |
| Employer contribution / active EE | $27,569 | $17,339+59.0% | $39,114-29.5% | $17,339+59.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |