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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $67,257 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,446 | $89,123-31.1% | $102,460-40.0% | $77,762-21.0% |
| Participation rate | 99.0% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.4pp |
| Annual return | 12.30% | 25.05%-12.7pp | 29.47%-17.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $2,718 | $2,700+0.7% | $3,025-10.2% | $2,728-0.4% |
| Participant deferral / active EE | $2,522 | $5,148-51.0% | $5,056-50.1% | $4,651-45.8% |
| Admin fee / account holder | $178 | $236-24.3% | $9,460-98.1% | $433-58.8% |