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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $548,614 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $285,244 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,007 |
MAYER HOFFMAN MCCANN P.C.6+ years Service code 10 · EIN 43-1947695 | Accounting | $17,137 |
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Participant 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 13.95% | 12.05%+1.9pp | 793.01%-779.1pp | 12.86%+1.1pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |