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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $225,297 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 30-6537520 | Investment Management | $145,708 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 45-2081287 | Investment Management | $106,597 |
Filed as: BARINGS INTERNATIONAL INV LTD Service code 28 · EIN 98-0457328 | Investment Management | $104,273 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $90,594 |
BASYS8+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 | Recordkeeping | $80,402 |
ASSET STRATEGY CONSULTANTS8+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
JAMA BARBOUR8+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $75,075 |
JORDYN COX2 years Service code 30 · EIN 42-6086687 | Employee (plan) | $56,051 |
PIONEER1 year Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 28 · EIN 38-4065337 | Investment Management | $44,107 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.98% | -7.95%-3.0pp | -5.85%-5.1pp | 23.41%-34.4pp |
| Employer contribution / active EE | $17,229 | $13,972+23.3% | $31,839-45.9% | $12,650+36.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |