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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,392 |
MAYER HOFFMAN MCCANN P.C.7 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 1065 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $17,788 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,410 | $86,692+78.1% | $119,634+29.1% | $66,949+130.6% |
| Participation rate | 88.2% | 75.6%+12.6pp | 79.3%+8.9pp | 69.8%+18.4pp |
| Annual return | -16.11% | -8.00%-8.1pp | -14.98%-1.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,643 | $2,536-35.2% | $4,232-61.2% | $2,545-35.4% |
| Participant deferral / active EE | $9,289 | $4,360+113.1% | $5,601+65.8% | $4,239+119.1% |
| Admin fee / account holder | $279 | $755-63.0% | $10,329-97.3% | $594-53.0% |