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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $1,084,788 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $123,229 |
MERCER3+ years Filed as: PAVILION ADVISORY Service code 27 43 MAIN STREET SE, SUITE 300 · MINNEAPOLIS, MN 554141032 | Advisory (Plan) | $28,643 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $18,800 |
Service code 28 · EIN 84-0467907 | Investment Management | $12,025 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 17.64% | 221.56%-203.9pp | 29.77%-12.1pp | 53.27%-35.6pp |
| Employer contribution / active EE | $191 | $12,096-98.4% | $33,607-99.4% | $14,774-98.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |