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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,271 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,242 | $56,200-62.2% | $67,653-68.6% | $59,633-64.4% |
| Participation rate | 52.9% | 71.5%-18.6pp | 75.7%-22.8pp | 68.7%-15.8pp |
| Annual return | -8.07% | 18506.71%-18514.8pp | 6625.22%-6633.3pp | 2041.40%-2049.5pp |
| Employer contribution / active EE | $2,337 | $1,615+44.7% | $2,266+3.1% | $2,203+6.1% |
| Participant deferral / active EE | $4,718 | $2,843+65.9% | $3,560+32.5% | $3,192+47.8% |
| Admin fee / account holder | $131 | $3,959-96.7% | $4,821-97.3% | $4,297-97.0% |