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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC7+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 | Securities Custodian | $63,607 |
SECURITY PROGRAMS INC7+ years Service code 13 · EIN 36-2728094 | Contract Administrator | $54,000 |
TAVIONA JOHNSON1 year Service code 30 · EIN 36-3980892 | Employee (plan) | $38,870 |
KAIZEN SYSTEMS INC3 years Service code 49 760 VILLAGE CENTER DRIVE · BURR RIDGE, IL 60527 | Other Services | $8,696 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,808 | $78,339-97.7% | $85,682-97.9% | $93,030-98.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 8.96% | 21.17%-12.2pp | 21.49%-12.5pp | 158.70%-149.7pp |
| Employer contribution / active EE | $455 | $2,560-82.2% | $2,618-82.6% | $2,706-83.2% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,923-100.0% | $4,562-100.0% |
| Admin fee / account holder | $57 | $104-45.6% | $6,873-99.2% | $152-62.7% |