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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,615 |
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 | $76,058 | $78,483-3.1% | $106,201-28.4% | $74,546+2.0% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 13.07% | 15.94%-2.9pp | 116.26%-103.2pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,462 | $2,522-42.0% | $3,170-53.9% | $2,624-44.3% |
| Participant deferral / active EE | $4,516 | $4,320+4.5% | $5,012-9.9% | $4,347+3.9% |
| Admin fee / account holder | $135 | $2,236-94.0% | $11,039-98.8% | $1,944-93.1% |