Filed October 23, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $211,032 |
KAUFMAN ROSSIN & CO2 years Filed as: KAUFMAN ROSSIN & CO P.A. Service code 10 2699 S. BAYSHORE DR · MIAMI, FL 33133 | Accounting | $144,900 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $67,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,107 | $96,393-60.5% | $169,381-77.5% | $96,393-60.5% |
| Participation rate | 37.2% | 71.3%-34.1pp | 77.2%-40.0pp | 71.3%-34.1pp |
| Annual return | 23.19% | 22.88%+0.3pp | 406.41%-383.2pp | 22.88%+0.3pp |
| Employer contribution / active EE | $485 | $3,239-85.0% | $4,013-87.9% | $3,239-85.0% |
| Participant deferral / active EE | $1,842 | $5,455-66.2% | $6,224-70.4% | $5,455-66.2% |
| Admin fee / account holder | $60 | $74-19.0% | $9,013-99.3% | $74-19.0% |