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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC3 years Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $56,234 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,496 | $106,110+208.6% | $147,005+122.8% | $77,671+321.6% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 6.27% | 56.77%-50.5pp | 418.76%-412.5pp | 31.21%-24.9pp |
| Employer contribution / active EE | $5,249 | $4,065+29.1% | $4,934+6.4% | $2,726+92.5% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $173 | $338-48.9% | $13,006-98.7% | $430-59.9% |