| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES6 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $229,000 |
Service code 11 · EIN 13-3689044 | Actuarial | $199,191 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN Service code 27 · EIN 13-4043930 | Advisory (Plan) | $55,736 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -21.70% | 11.48%-33.2pp | -10.68%-11.0pp | 2.78%-24.5pp |
| Employer contribution / active EE | $0 | $5,632-100.0% | $48,995-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |