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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC5 years Filed as: JP MORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $112,719 |
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 | $212,454 | $56,438+276.4% | $76,872+176.4% | $71,511+197.1% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 12.59% | 19.05%-6.5pp | 37.90%-25.3pp | 28.86%-16.3pp |
| Employer contribution / active EE | $13,158 | $1,864+606.1% | $2,533+419.4% | $2,589+408.2% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $757 | $1,430-47.1% | $5,476-86.2% | $1,588-52.4% |