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| Provider | Service type | Compensation |
|---|---|---|
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 32-2029668 | Accounting | $17,250 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $10,476 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $9,938 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
JP MORGAN SECURITIES LLC2+ years Service code 21 · EIN 13-4110995 | Bank Trustee | $0 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,355 | $37,044-69.3% | $71,796-84.2% | $57,658-80.3% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.1%+28.5pp | 70.2%+27.4pp |
| Annual return | 5.76% | 12.64%-6.9pp | 78.04%-72.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $719 | $720-0.1% | $1,924-62.6% | $1,974-63.6% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $58 | $101-42.5% | $4,815-98.8% | $95-38.6% |