Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $279,075 |
GLOBAL TRUST COMPANY2 years Service code 28 · EIN 30-6537520 | Investment Management | $144,454 |
JAMA BARBOUR9+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $110,111 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 45-2081287 | Investment Management | $107,050 |
Filed as: BARINGS INTERNATIONAL INV LTD Service code 28 · EIN 51-0504477 | Investment Management | $105,825 |
ASSET STRATEGY CONSULTANTS9+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $88,000 |
BASYS9+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 | Recordkeeping | $83,259 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $79,081 |
JORDYN COX3 years Service code 30 · EIN 42-6086687 | Employee (plan) | $68,066 |
FOX ROTHSCHILD LLP4 years Filed as: FOX ROTHSCHILD Service code 29 · EIN 23-1404723 | Legal | $61,048 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.56% | 7.95%+2.6pp | 20.18%-9.6pp | 9.11%+1.4pp |
| Employer contribution / active EE | $17,810 | $14,684+21.3% | $29,108-38.8% | $12,231+45.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |