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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $96,863 |
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 | $201,239 | $54,590+268.6% | $81,726+146.2% | $73,497+173.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 7.46% | 17.74%-10.3pp | 29.49%-22.0pp | 28.51%-21.1pp |
| Employer contribution / active EE | $13,208 | $1,636+707.4% | $4,311+206.4% | $2,270+481.8% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $723 | $592+22.1% | $5,160-86.0% | $513+40.9% |