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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN Service code 27 · EIN 33-0241351 | Advisory (Plan) | $53,767 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,808 |
US BANK1 year Service code 18 · EIN 31-0841368 | Other fees; Custodial (other than sec... | $6,655 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,539 | $80,177-12.0% | $123,894-43.1% | $57,661+22.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | -3.76% | 17.90%-21.7pp | 47.52%-51.3pp | 5.13%-8.9pp |
| Employer contribution / active EE | $9,781 | $2,913+235.8% | $4,617+111.9% | $1,974+395.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $67 | $106-36.7% | $8,357-99.2% | $95-28.8% |