Filed January 8, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DOEREN MAYHEW6 years Filed as: DOEREN MAYHEW & CO., P.C. Service code 10 2600 N. LOOP WEST, SUITE 600 · HOUSTON, TX 77092 | Accounting | $1,797 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $935 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,650 | $128,603+138.4% | $197,124+55.6% | $67,986+351.1% |
| Participation rate | 99.5% | 81.7%+17.9pp | 86.7%+12.8pp | 57.2%+42.3pp |
| Annual return | 14.15% | 23.77%-9.6pp | 44.34%-30.2pp | 31.67%-17.5pp |
| Employer contribution / active EE | $11,625 | $4,379+165.4% | $6,227+86.7% | $2,019+475.8% |
| Participant deferral / active EE | $10,762 | $6,840+57.3% | $9,135+17.8% | $3,358+220.5% |
| Admin fee / account holder | $10 | $3,035-99.7% | $16,298-99.9% | $3,203-99.7% |