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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $43,085 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,833 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,561 | $122,051-65.1% | $184,185-76.9% | $74,400-42.8% |
| Participation rate | 72.2% | 85.5%-13.3pp | 86.8%-14.6pp | 67.2%+5.0pp |
| Annual return | 11.12% | 19.91%-8.8pp | 28.81%-17.7pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $430 | $4,539-90.5% | $6,426-93.3% | $2,624-83.6% |
| Participant deferral / active EE | $2,671 | $7,146-62.6% | $9,132-70.8% | $4,348-38.6% |
| Admin fee / account holder | $317 | $1,258-74.8% | $13,909-97.7% | $1,944-83.7% |