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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 245 PARK AVE · NEW YORK, NY 10005 | Advisory (Plan) | $161,974 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Bank Trustee | $8,901 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 6.96% | 16.85%-9.9pp | 5.44%+1.5pp | 11.88%-4.9pp |
| Employer contribution / active EE | $792 | $10,313-92.3% | $25,481-96.9% | $14,612-94.6% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |