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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $151,180 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $21,907 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 50 · EIN 94-1347393 | Direct Payment | $24 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 9.16% | 4.89%+4.3pp | 4.72%+4.4pp | 4.56%+4.6pp |
| Employer contribution / active EE | $3,571 | $13,673-73.9% | $30,821-88.4% | $15,526-77.0% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |