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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $118,541 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $40,000 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 65801 | Accounting | $3,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,893 | $82,546-67.4% | $140,019-80.8% | $75,289-64.3% |
| Participation rate | 48.8% | 88.4%-39.6pp | 87.5%-38.7pp | 72.4%-23.6pp |
| Annual return | -6.95% | -0.36%-6.6pp | 651.17%-658.1pp | -0.04%-6.9pp |
| Employer contribution / active EE | $456 | $3,856-88.2% | $5,605-91.9% | $2,405-81.1% |
| Participant deferral / active EE | $770 | $5,731-86.6% | $6,927-88.9% | $3,739-79.4% |
| Admin fee / account holder | $135 | $86+57.6% | $10,705-98.7% | $102+32.1% |