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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J. P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $13,828 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,954 | $155,795-95.5% | $136,298-94.9% | $69,631-90.0% |
| Participation rate | 99.7% | 75.2%+24.5pp | 81.9%+17.8pp | 70.7%+29.1pp |
| Annual return | 4.47% | 232464.33%-232459.9pp | 5156.27%-5151.8pp | 27571.02%-27566.6pp |
| Employer contribution / active EE | $622 | $2,991-79.2% | $4,696-86.8% | $2,032-69.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $35 | $128-72.4% | $9,244-99.6% | $110-67.9% |