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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 | $80,332-26.3% | $107,187-44.8% | $64,097-7.7% |
| Participation rate | 45.0% | 54.4%-9.4pp | 75.0%-30.1pp | 55.2%-10.2pp |
| Annual return | 14.56% | 24.26%-9.7pp | 204.55%-190.0pp | 34.64%-20.1pp |
| Employer contribution / active EE | $870 | $2,501-65.2% | $3,782-77.0% | $1,891-54.0% |
| Participant deferral / active EE | $1,894 | $3,109-39.1% | $5,096-62.8% | $3,080-38.5% |
| Admin fee / account holder | $198 | $4,314-95.4% | $9,162-97.8% | $3,454-94.3% |