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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,920 |
CLARUS PARTNERS2+ years Filed as: CLARUS PARTNERS, LLC Service code 10 350 E FIRST AVE · COLUMBUS, OH 43201 | Accounting | $7,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,471 | $56,640-23.3% | $78,002-44.3% | $55,167-21.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.21% | 2868.48%-2860.3pp | 425.99%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,167 | $1,724+83.8% | $2,470+28.2% | $1,963+61.4% |
| Participant deferral / active EE | $2,562 | $2,778-7.8% | $3,497-26.7% | $3,054-16.1% |
| Admin fee / account holder | $134 | $467-71.4% | $5,481-97.6% | $504-73.5% |