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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC7 years Filed as: JP MORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $140,934 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $211,757 | $64,734+227.1% | $90,796+133.2% | $64,097+230.4% |
| Participation rate | 100.0% | 53.2%+46.8pp | 69.5%+30.5pp | 55.2%+44.8pp |
| Annual return | 10.23% | 17.77%-7.5pp | 19.29%-9.1pp | 34.64%-24.4pp |
| Employer contribution / active EE | $8,193 | $1,703+381.2% | $2,294+257.2% | $1,891+333.1% |
| Participant deferral / active EE | $0 | $2,629-100.0% | $3,822-100.0% | $3,080-100.0% |
| Admin fee / account holder | $762 | $3,474-78.1% | $7,024-89.2% | $3,454-77.9% |