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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $1,117,207 |
MERCER4 years Filed as: MERCER(US)INC Service code 11 · EIN 13-2834414 | Actuarial | $164,585 |
Service code 28 · EIN 84-0467907 | Investment Management | $55,832 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $21,525 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.24% | 8.00%-1.8pp | 7.69%-1.4pp | 37.77%-31.5pp |
| Employer contribution / active EE | $58,309 | $15,902+266.7% | $28,501+104.6% | $15,798+269.1% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |