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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC4 years Service code 51 · EIN 13-4110995 4 METROTECH CENTER · BROOKLYN, NY 11245 | Investment Mgmt Fees | $85,160 |
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 | $127,880 | $80,674+58.5% | $119,126+7.3% | $64,340+98.8% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 14.45% | 26.86%-12.4pp | 282.11%-267.7pp | 24.14%-9.7pp |
| Employer contribution / active EE | $9,126 | $2,564+255.9% | $4,034+126.3% | $1,862+390.2% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $389 | $4,559-91.5% | $10,693-96.4% | $3,703-89.5% |