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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $52,562 |
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 | $286,042 | $82,163+248.1% | $125,381+128.1% | $64,819+341.3% |
| Participation rate | 98.9% | 77.9%+21.1pp | 82.4%+16.6pp | 71.5%+27.5pp |
| Annual return | 21.26% | 3.49%+17.8pp | 572.31%-551.0pp | 32.84%-11.6pp |
| Employer contribution / active EE | $5,584 | $3,616+54.4% | $4,815+16.0% | $2,507+122.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $172 | $163+5.7% | $10,007-98.3% | $188-8.2% |