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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NORTHEAST INVESTMENT MANAGEMENT,INC Service code 27 · EIN 04-2815899 | Advisory (Plan) | $57,477 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,087 | $49,657+4.9% | $93,063-44.0% | $67,986-23.4% |
| Participation rate | 100.0% | 49.9%+50.1pp | 72.1%+27.9pp | 57.2%+42.8pp |
| Annual return | 19.29% | 26.27%-7.0pp | 34.15%-14.9pp | 31.67%-12.4pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,958-100.0% | $3,358-100.0% |
| Admin fee / account holder | $346 | $2,843-87.8% | $6,033-94.3% | $3,203-89.2% |