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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN SECURITIES LLC Service code 99 | Other Fees | $5,260 |
Filed as: J.P. MORGAN SECURITIES, LLC Service code 99 · EIN 13-4110995 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,530 | $46,219-10.1% | $89,414-53.6% | $90,274-54.0% |
| Participation rate | 17.8% | 44.9%-27.1pp | 68.0%-50.2pp | 73.4%-55.5pp |
| Annual return | 34.08% | 25.71%+8.4pp | 245.50%-211.4pp | 53.97%-19.9pp |
| Employer contribution / active EE | $160 | $953-83.2% | $2,586-93.8% | $2,523-93.6% |
| Participant deferral / active EE | $777 | $2,136-63.7% | $3,890-80.0% | $4,231-81.6% |
| Admin fee / account holder | $10 | $147-92.9% | $4,883-99.8% | $114-90.9% |