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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $52,199 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $43,913 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,997 | $92,186-57.7% | $105,624-63.1% | $77,762-49.9% |
| Participation rate | 89.1% | 81.0%+8.1pp | 75.3%+13.9pp | 70.6%+18.5pp |
| Annual return | 9.72% | 17.83%-8.1pp | 116.20%-106.5pp | 31.27%-21.5pp |
| Employer contribution / active EE | $310 | $3,376-90.8% | $3,168-90.2% | $2,728-88.6% |
| Participant deferral / active EE | $2,283 | $5,395-57.7% | $5,013-54.4% | $4,651-50.9% |
| Admin fee / account holder | $255 | $219+16.4% | $10,961-97.7% | $433-41.1% |