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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $31,214 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,431 | $87,870+16.6% | $113,168-9.5% | $74,304+37.9% |
| Participation rate | 86.6% | 70.7%+15.9pp | 76.6%+10.0pp | 60.3%+26.3pp |
| Annual return | 11.85% | 26.44%-14.6pp | 24.27%-12.4pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,631 | $2,277-28.4% | $2,975-45.2% | $2,241-27.2% |
| Participant deferral / active EE | $5,550 | $4,241+30.9% | $5,107+8.7% | $3,767+47.3% |
| Admin fee / account holder | $85 | $3,368-97.5% | $12,068-99.3% | $2,969-97.1% |