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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,493 | $55,441+56.0% | $76,002+13.8% | $77,671+11.4% |
| Participation rate | 58.2% | 63.6%-5.4pp | 69.1%-10.8pp | 70.6%-12.3pp |
| Annual return | 29.54% | 17.08%+12.5pp | 360.07%-330.5pp | 31.21%-1.7pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,688-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,760 | $3,451+9.0% | $4,257-11.7% | $4,648-19.1% |
| Admin fee / account holder | $4 | $407-99.1% | $6,414-99.9% | $430-99.2% |