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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $45,373 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,434 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $15,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,895 | $88,203+54.1% | $165,100-17.7% | $74,478+82.5% |
| Participation rate | 97.8% | 73.1%+24.7pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 17.27% | 17.13%+0.1pp | 70.21%-52.9pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $3,613 | $2,601+38.9% | $4,348-16.9% | $2,626+37.6% |
| Participant deferral / active EE | $12,858 | $4,505+185.4% | $6,035+113.0% | $4,350+195.6% |
| Admin fee / account holder | $547 | $2,235-75.5% | $12,696-95.7% | $1,946-71.9% |