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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 | Recordkeeping Fees | $24,871 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,732 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,689 | $79,438-75.2% | $106,555-81.5% | $79,391-75.2% |
| Participation rate | 95.4% | 74.2%+21.3pp | 76.1%+19.3pp | 70.7%+24.7pp |
| Annual return | 11.79% | 18.27%-6.5pp | 26.80%-15.0pp | 116.88%-105.1pp |
| Employer contribution / active EE | $1,407 | $2,235-37.0% | $2,819-50.1% | $2,428-42.0% |
| Participant deferral / active EE | $2,658 | $3,824-30.5% | $4,399-39.6% | $4,046-34.3% |
| Admin fee / account holder | $95 | $523-81.8% | $7,408-98.7% | $627-84.8% |