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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 | $64,959-19.8% | $158,226-67.1% | $69,733-25.3% |
| Participation rate | 100.0% | 52.1%+47.9pp | 74.8%+25.2pp | 62.5%+37.5pp |
| Annual return | 19.29% | 18.37%+0.9pp | 501.41%-482.1pp | 15.22%+4.1pp |
| Employer contribution / active EE | $0 | $1,361-100.0% | $2,986-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $4,317-100.0% | $3,054-100.0% |
| Admin fee / account holder | $346 | $3,340-89.6% | $10,217-96.6% | $3,102-88.8% |