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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC6 years Filed as: JP MORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $129,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,836 | $62,177+271.3% | $81,370+183.7% | $74,478+209.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 21.75% | 16.62%+5.1pp | 24.85%-3.1pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $13,194 | $1,881+601.4% | $2,464+435.5% | $2,626+402.4% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $785 | $1,927-59.3% | $5,749-86.3% | $1,946-59.7% |