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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 | $63,904+231.4% | $89,340+137.0% | $67,986+211.5% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 10.23% | 18.09%-7.9pp | 20.57%-10.3pp | 31.67%-21.4pp |
| Employer contribution / active EE | $8,193 | $1,627+403.4% | $2,231+267.2% | $2,019+305.8% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $762 | $3,315-77.0% | $6,704-88.6% | $3,203-76.2% |