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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 | $78,562-3.2% | $105,608-28.0% | $74,429+2.2% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 13.07% | 15.94%-2.9pp | 116.50%-103.4pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,462 | $2,521-42.0% | $3,167-53.8% | $2,625-44.3% |
| Participant deferral / active EE | $4,516 | $4,321+4.5% | $5,010-9.9% | $4,348+3.9% |
| Admin fee / account holder | $135 | $2,217-93.9% | $11,028-98.8% | $1,944-93.1% |