Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC3 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $25,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,851 | $78,976-1.4% | $100,383-22.4% | $74,546+4.4% |
| Participation rate | 69.5% | 79.5%-10.0pp | 81.5%-12.0pp | 67.2%+2.3pp |
| Annual return | 19.92% | 20.62%-0.7pp | 49.26%-29.3pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $349 | $3,019-88.5% | $3,944-91.2% | $2,624-86.7% |
| Participant deferral / active EE | $10,209 | $7,758+31.6% | $8,086+26.3% | $4,347+134.8% |
| Admin fee / account holder | $388 | $1,330-70.9% | $7,900-95.1% | $1,944-80.1% |