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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN STE · BOSTON, MA 02110 | Advisory (Plan) | $41,907 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $540 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,005 | $99,168-22.3% | $96,534-20.2% | $74,460+3.4% |
| Participation rate | 71.0% | 80.7%-9.6pp | 76.0%-5.0pp | 70.7%+0.3pp |
| Annual return | 19.92% | 22.40%-2.5pp | 25.88%-6.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,780 | $2,570-30.7% | $2,965-40.0% | $2,638-32.5% |
| Participant deferral / active EE | $6,102 | $4,936+23.6% | $4,851+25.8% | $4,530+34.7% |
| Admin fee / account holder | $104 | $225-53.8% | $8,253-98.7% | $348-70.2% |