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| Provider | Service type | Compensation |
|---|---|---|
ERISA, INCORPORATED4+ years Service code 14 · EIN 38-2843844 172 TIMBERWALD TRAIL · JUPITER, FL 33458 | Plan Administrator | $35,603 |
JPMORGAN INVEST HOLDINGS LLC4+ 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) | $15,000 |
THE BLANCHARD AGENCY4+ years Service code 22 · EIN 38-1562768 22955 21 MILE RD · MT CLEMENS, MI 48046 | Insurance Broker | $6,663 |
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | 140.48% | -4.13%+144.6pp | -2.99%+143.5pp | -82.66%+223.1pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |