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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN SECURITIES, INC Service code 27 · EIN 33-0241351 | Advisory (Plan) | $91,097 |
Participant contribution per participant 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 | $72,954 | $88,324-17.4% | $115,038-36.6% | $55,191+32.2% |
| Participation rate | 99.7% | 72.5%+27.2pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 3.84% | 6.30%-2.5pp | 26.14%-22.3pp | 10.78%-6.9pp |
| Employer contribution / active EE | $9,956 | $2,805+254.9% | $4,608+116.1% | $1,899+424.4% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $92 | $105-12.9% | $8,175-98.9% | $91+1.1% |