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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $915 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,984 | $74,347-58.3% | $93,606-66.9% | $67,579-54.2% |
| Participation rate | 93.3% | 80.6%+12.7pp | 75.8%+17.5pp | 71.3%+22.0pp |
| Annual return | 22.32% | 28.07%-5.8pp | 32.76%-10.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $548 | $2,583-78.8% | $2,718-79.8% | $2,148-74.5% |
| Participant deferral / active EE | $3,386 | $4,060-16.6% | $4,069-16.8% | $3,539-4.3% |
| Admin fee / account holder | $3 | $123-97.9% | $7,888-100.0% | $142-98.2% |