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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $37,761 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,001 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,104 | $185,342-67.6% | $111,303-46.0% | $86,813-30.8% |
| Participation rate | 96.9% | 81.0%+15.9pp | 77.3%+19.6pp | 72.3%+24.6pp |
| Annual return | 11.17% | 500.80%-489.6pp | 54.66%-43.5pp | 97.93%-86.8pp |
| Employer contribution / active EE | $2,698 | $2,246+20.1% | $2,731-1.2% | $2,406+12.1% |
| Participant deferral / active EE | $2,242 | $4,458-49.7% | $4,487-50.0% | $4,131-45.7% |
| Admin fee / account holder | $131 | $255-48.8% | $7,966-98.4% | $170-22.8% |