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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $54,474 |
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 | $308,398 | $95,438+223.1% | $135,982+126.8% | $74,473+314.1% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 12.66% | 32.61%-20.0pp | 68.32%-55.7pp | 34.36%-21.7pp |
| Employer contribution / active EE | $5,599 | $3,878+44.4% | $4,859+15.2% | $2,638+112.2% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $164 | $259-36.6% | $10,767-98.5% | $347-52.7% |