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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $75,861 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $43,346 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $8,564 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 11.34% | 4.96%+6.4pp | 5.62%+5.7pp | 13.05%-1.7pp |
| Employer contribution / active EE | $0 | $47,340-100.0% | $37,825-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |