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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 | $90,170+41.8% | $150,734-15.2% | $69,733+83.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 14.45% | 16.56%-2.1pp | 600.81%-586.4pp | 15.22%-0.8pp |
| Employer contribution / active EE | $9,126 | $3,428+166.2% | $4,918+85.6% | $2,250+305.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $389 | $4,600-91.5% | $14,905-97.4% | $3,102-87.5% |