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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1 year Service code 51 · EIN 13-4110995 4 METROTECH CENTER · BROOKLYN, NY 11245 | Investment Mgmt Fees | $50,767 |
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 | $119,372 | $64,138+86.1% | $112,258+6.3% | $66,930+78.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 15.05% | -13.81%+28.9pp | 27.47%-12.4pp | 1.57%+13.5pp |
| Employer contribution / active EE | $26,510 | $3,006+781.8% | $3,636+629.2% | $2,545+941.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $341 | $625-45.5% | $6,411-94.7% | $593-42.6% |