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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $55,441 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,850 | $89,123-2.6% | $102,460-15.2% | $77,762+11.7% |
| Participation rate | 74.9% | 80.9%-6.0pp | 76.5%-1.6pp | 70.6%+4.4pp |
| Annual return | 14.30% | 25.05%-10.7pp | 29.47%-15.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,925 | $2,700-28.7% | $3,025-36.4% | $2,728-29.5% |
| Participant deferral / active EE | $6,643 | $5,148+29.0% | $5,056+31.4% | $4,651+42.8% |
| Admin fee / account holder | $127 | $236-46.1% | $9,460-98.7% | $433-70.6% |