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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 | $106,230+208.3% | $147,080+122.7% | $77,736+321.3% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 6.27% | 56.91%-50.6pp | 420.17%-413.9pp | 31.26%-25.0pp |
| Employer contribution / active EE | $5,249 | $4,072+28.9% | $4,933+6.4% | $2,728+92.4% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $173 | $338-49.0% | $12,989-98.7% | $433-60.2% |