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| Provider | Service type | Compensation |
|---|---|---|
ERISA, INCORPORATED3+ years Service code 14 · EIN 38-2843844 172 TIMBERWALD TRAIL · JUPITER, FL 33458 | Plan Administrator | $28,484 |
CLARENCE H. JOHNSON, PC1 year Filed as: CLARENCE H JOHNSON, PC Service code 10 · EIN 38-2821807 P.O. BOX 427 · ROYAL OAK, MI 48068 | Accounting | $7,837 |
JPMORGAN INVEST HOLDINGS LLC3+ 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) | $7,129 |
THE BLANCHARD AGENCY3+ years Service code 22 · EIN 38-1562768 22955 21 MILE RD · MT CLEMENS, MI 48046 | Insurance Broker | $6,580 |
JAY W. TOWER, ESQ.3+ years Filed as: JAY W. TOWER Service code 29 · EIN 20-1703648 12734 LUDLOW AVENUE · HUNTINGTON WOODS, MI 48070 | Legal | $6,000 |
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 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 204.50% | 7.61%+196.9pp | 9.60%+194.9pp | 10.21%+194.3pp |
| Employer contribution / active EE | $0 | $55,817-100.0% | $45,595-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |