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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN SECURITIES Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $54,864 |
ROGOFF & COMPANY PC1+ years Service code 10 · EIN 13-2688836 | Accounting | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,376,625 | $197,819+7167.6% | $155,789+9128.3% | $125,389+11365.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.00% | 86.73%-80.7pp | 71.54%-65.5pp | 282.24%-276.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17,489 | $9,544+83.2% | $7,477+133.9% | $9,541+83.3% |