| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $286,250 |
Service code 11 · EIN 13-3689044 | Actuarial | $95,258 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 27 · EIN 13-4043930 | Advisory (Plan) | $45,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 8.41% | 14.25%-5.8pp | 9.74%-1.3pp | 13.24%-4.8pp |
| Employer contribution / active EE | $2,413 | $6,860-64.8% | $39,474-93.9% | $14,616-83.5% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |