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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,829 | $73,638-56.8% | $95,956-66.8% | $73,493-56.7% |
| Participation rate | 26.9% | 76.2%-49.3pp | 77.1%-50.2pp | 70.7%-43.8pp |
| Annual return | 15.84% | 16.78%-0.9pp | 91.63%-75.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $777 | $1,863-58.3% | $2,541-69.4% | $2,270-65.8% |
| Participant deferral / active EE | $1,686 | $3,617-53.4% | $4,167-59.5% | $3,740-54.9% |
| Admin fee / account holder | $87 | $482-81.9% | $6,797-98.7% | $513-83.0% |