| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $247,303 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $233,383 |
Filed as: JPMORGAN Service code 27 · EIN 13-4043930 | Advisory (Plan) | $24,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 15.11% | 15.98%-0.9pp | 10.03%+5.1pp | 11.45%+3.7pp |
| Employer contribution / active EE | $1,953 | $21,248-90.8% | $38,789-95.0% | $17,219-88.7% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |