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| Provider | Service type | Compensation |
|---|---|---|
ERISA, INCORPORATED2+ years Service code 14 · EIN 38-2843844 172 TIMBERWALD TRAIL · JUPITER, FL 33458 | Plan Administrator | $35,775 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 18 · EIN 13-3795042 P.O. BOX 182728 · COLUMBUS, OH 43271 | Custodial (other than securities) | $10,469 |
THE BLANCHARD AGENCY2+ years Service code 22 · EIN 38-1562768 22955 21 MILE RD · MT CLEMENS, MI 48046 | Insurance Broker | $6,917 |
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 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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 156.71% | 1.57%+155.1pp | 3.99%+152.7pp | 4.16%+152.6pp |
| Employer contribution / active EE | $0 | $47,181-100.0% | $38,279-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |