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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC8+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 | Securities Custodian | $63,347 |
SECURITY PROGRAMS INC8+ years Service code 13 · EIN 36-2728094 | Contract Administrator | $49,500 |
MARITZA MUNIZ1 year Service code 30 · EIN 36-3980892 | Employee (plan) | $48,557 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,900 |
Filed as: PREVIANT LAW FIRM, SC Service code 29 · EIN 39-1211596 | Legal | $12,808 |
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 | $1,355 | $63,321-97.9% | $68,803-98.0% | $77,906-98.3% |
| Participation rate | 90.6% | 71.1%+19.4pp | 69.0%+21.5pp | 73.7%+16.9pp |
| Annual return | -17.51% | -6.50%-11.0pp | -6.37%-11.1pp | 12.16%-29.7pp |
| Employer contribution / active EE | $357 | $2,794-87.2% | $2,656-86.5% | $2,846-87.4% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $53 | $104-48.8% | $4,936-98.9% | $133-59.7% |