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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $36,675 |
MAYER HOFFMAN MCCANN P.C.5 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $15,800 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,522 | $81,494+117.8% | $133,978+32.5% | $73,497+141.5% |
| Participation rate | 91.0% | 76.4%+14.6pp | 79.8%+11.1pp | 70.7%+20.3pp |
| Annual return | 8.46% | 19.40%-10.9pp | 45.10%-36.6pp | 28.51%-20.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,582 | $3,787+100.2% | $5,047+50.2% | $3,740+102.7% |
| Admin fee / account holder | $281 | $713-60.6% | $8,930-96.9% | $513-45.3% |