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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $349,422 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $130,160 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $86,791 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILER AND ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $85,750 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1466678 | Securities Custodian | $32,373 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $26,599 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPAS, LLP Service code 10 · EIN 88-4342576 | Accounting | $17,276 |
OGLETREE DEAKINS10+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 | Legal | $10,395 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-2984230 | Securities Custodian | $6,969 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 6.84% | 7.96%-1.1pp | 5.04%+1.8pp | 8.76%-1.9pp |
| Employer contribution / active EE | $3,555 | $15,125-76.5% | $26,454-86.6% | $16,664-78.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |