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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,466 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $37,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,066 | $104,479+82.9% | $159,474+19.8% | $79,391+140.7% |
| Participation rate | 95.3% | 76.6%+18.6pp | 82.8%+12.4pp | 70.7%+24.6pp |
| Annual return | 27.20% | 67.98%-40.8pp | 263.68%-236.5pp | 116.88%-89.7pp |
| Employer contribution / active EE | $4,831 | $3,417+41.4% | $4,8310% | $2,428+99.0% |
| Participant deferral / active EE | $9,004 | $6,468+39.2% | $7,353+22.5% | $4,046+122.6% |
| Admin fee / account holder | $622 | $711-12.5% | $10,802-94.2% | $627-0.6% |