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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,339 | $51,769+3.0% | $57,356-7.0% | $52,331+1.9% |
| Participation rate | 57.8% | 75.2%-17.4pp | 75.1%-17.2pp | 68.1%-10.3pp |
| Annual return | -1.20% | 2.43%-3.6pp | 24.41%-25.6pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,174 | $2,335-49.7% | $2,689-56.3% | $1,882-37.6% |
| Participant deferral / active EE | $3,187 | $2,794+14.1% | $3,162+0.8% | $3,022+5.5% |
| Admin fee / account holder | $14 | $295-95.3% | $3,357-99.6% | $592-97.6% |