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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,556 |
CLARUS PARTNERS3+ 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 | $55,712 | $63,314-12.0% | $91,004-38.8% | $62,293-10.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.42% | 21.00%-4.6pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,216 | $1,807+77.9% | $2,456+30.9% | $2,042+57.5% |
| Participant deferral / active EE | $2,833 | $2,944-3.8% | $3,548-20.2% | $3,169-10.6% |
| Admin fee / account holder | $139 | $468-70.3% | $5,417-97.4% | $479-71.0% |