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| 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 | $79,045-1.5% | $100,378-22.4% | $74,429+4.6% |
| Participation rate | 69.5% | 79.4%-10.0pp | 81.5%-12.0pp | 67.2%+2.3pp |
| Annual return | 19.92% | 20.61%-0.7pp | 49.41%-29.5pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $349 | $3,015-88.4% | $3,942-91.2% | $2,625-86.7% |
| Participant deferral / active EE | $10,209 | $7,751+31.7% | $8,087+26.2% | $4,348+134.8% |
| Admin fee / account holder | $388 | $1,335-71.0% | $7,899-95.1% | $1,944-80.1% |