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| Provider | Service type | Compensation |
|---|---|---|
INVESCO8+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $115,812 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $22,266 |
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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 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -19.95% | 39.82%-59.8pp | 111.29%-131.2pp | 39.82%-59.8pp |
| Employer contribution / active EE | $62,121 | $19,980+210.9% | $46,003+35.0% | $19,980+210.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $62-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |