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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,106 |
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 | $102,163 | $58,290+75.3% | $98,442+3.8% | $86,799+17.7% |
| Participation rate | 92.5% | 68.3%+24.2pp | 73.3%+19.2pp | 72.3%+20.2pp |
| Annual return | 12.23% | 43.48%-31.3pp | 1492.73%-1480.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $754 | $2,008-62.4% | $2,960-74.5% | $2,405-68.7% |
| Participant deferral / active EE | $5,091 | $3,152+61.5% | $4,276+19.0% | $4,131+23.2% |
| Admin fee / account holder | $5 | $138-96.3% | $5,949-99.9% | $170-97.0% |