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| Provider | Service type | Compensation |
|---|---|---|
GBQ PARTNERS2+ years Filed as: GBQ PARTNERS LLC Service code 10 230 WEST ST STE 700 · COLUMBUS, OH 43215 | Accounting | $9,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,723 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,606 | $122,709-68.5% | $88,497-56.4% | $57,658-33.0% |
| Participation rate | 91.2% | 89.9%+1.3pp | 82.4%+8.8pp | 70.2%+21.0pp |
| Annual return | 10.56% | 10.63%-0.1pp | 7.63%+2.9pp | 5.13%+5.4pp |
| Employer contribution / active EE | $2,754 | $4,531-39.2% | $4,036-31.8% | $1,974+39.5% |
| Participant deferral / active EE | $4,662 | $6,704-30.5% | $4,899-4.8% | $3,061+52.3% |
| Admin fee / account holder | $19 | $93-79.6% | $6,220-99.7% | $95-80.0% |