Filed April 29, 2020
Total covered: 189 employees
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $340,277 |
AON CONSULTING5+ years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $214,052 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $22,890 |
FOLEY & LARDNER LLP4 years Service code 29 · EIN 39-0473800 | Legal | $9,256 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -3.13% | 7.96%-11.1pp | 5.17%-8.3pp | 8.76%-11.9pp |
| Employer contribution / active EE | $447 | $15,125-97.0% | $26,422-98.3% | $16,627-97.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |