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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK, NA Service code 18 · EIN 13-4994650 4 NEW YORK PLAZA 12TH FL · NEW YORK, NY 100012413 | Custodial (other than securities) | $9,000 |
GOMPERS, CORNISH & BARR5 years Service code 22 · EIN 38-1945544 22955 21 MILE RD · MACOMB, MI 48042 | Insurance Broker | $5,671 |
CLARENCE H. JOHNSON, PC8 years Filed as: CLARENCE H JOHNSON, PC Service code 10 · EIN 38-2821807 26076 WOODWARD AVENUE · ROYAL OAK, MI 48067 | Accounting | $5,374 |
ERISA, INCORPORATED10+ years Service code 14 · EIN 38-2843844 172 TIMBERWALK TRAIL · JUPITER, FL 33458 | Plan Administrator | $0 |
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.
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 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 160.51% | 6.49%+154.0pp | 6.89%+153.6pp | 13.05%+147.5pp |
| Employer contribution / active EE | $0 | $48,172-100.0% | $43,785-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |