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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $1,201,676 |
MERCER3 years Filed as: MERCER(US)INC Service code 11 · EIN 13-2834414 | Actuarial | $167,061 |
Service code 28 · EIN 84-0467907 | Investment Management | $89,785 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $37,905 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -24.80% | 1.88%-26.7pp | -5.12%-19.7pp | 2.78%-27.6pp |
| Employer contribution / active EE | $50,000 | $8,732+472.6% | $31,020+61.2% | $15,276+227.3% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |