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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 | $62,166+271.3% | $81,286+184.0% | $74,429+210.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 21.75% | 16.50%+5.3pp | 24.80%-3.0pp | 1368.38%-1346.6pp |
| Employer contribution / active EE | $13,194 | $1,881+601.5% | $2,463+435.8% | $2,625+402.7% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $785 | $1,925-59.2% | $5,764-86.4% | $1,944-59.6% |