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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $44,354 |
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $24,000 |
EIDE BAILLY LLP1 year Service code 10 · EIN 13-2624428 | Accounting | $15,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,514 | $102,385+16.7% | $147,080-18.7% | $80,935+47.7% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 15.58% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,521 | $3,717-59.1% | $4,933-69.2% | $2,757-44.8% |
| Participant deferral / active EE | $11,275 | $6,651+69.5% | $8,066+39.8% | $4,299+162.2% |
| Admin fee / account holder | $405 | $7,951-94.9% | $12,989-96.9% | $6,924-94.2% |