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| Provider | Service type | Compensation |
|---|---|---|
INVESCO9+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $111,467 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $18,483 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 11.86% | 22.81%-11.0pp | 7.26%+4.6pp | 22.81%-11.0pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $34,949-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |