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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,594 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,639 |
Filed as: MANULIFE-JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,165 | $83,369-29.0% | $105,223-43.8% | $67,986-13.0% |
| Participation rate | 45.0% | 56.3%-11.3pp | 75.0%-30.1pp | 57.2%-12.2pp |
| Annual return | 14.56% | 24.64%-10.1pp | 180.65%-166.1pp | 31.67%-17.1pp |
| Employer contribution / active EE | $870 | $2,541-65.8% | $3,689-76.4% | $2,019-56.9% |
| Participant deferral / active EE | $1,894 | $3,295-42.5% | $5,072-62.7% | $3,358-43.6% |
| Admin fee / account holder | $198 | $4,073-95.1% | $8,859-97.8% | $3,203-93.8% |