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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,087 | $52,886-26.1% | $109,895-64.4% | $93,010-58.0% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.2%-34.2pp | 73.9%-33.9pp |
| Annual return | 15.75% | 16.89%-1.1pp | 29.46%-13.7pp | 158.70%-142.9pp |
| Employer contribution / active EE | $286 | $1,248-77.1% | $2,843-89.9% | $2,705-89.4% |
| Participant deferral / active EE | $1,555 | $2,815-44.8% | $4,049-61.6% | $4,561-65.9% |
| Admin fee / account holder | $34 | $91-62.3% | $6,067-99.4% | $152-77.5% |