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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 | $78,607-3.2% | $105,624-28.0% | $74,478+2.1% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 13.07% | 15.96%-2.9pp | 116.20%-103.1pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,462 | $2,523-42.0% | $3,168-53.8% | $2,626-44.3% |
| Participant deferral / active EE | $4,516 | $4,325+4.4% | $5,013-9.9% | $4,350+3.8% |
| Admin fee / account holder | $135 | $2,220-93.9% | $10,961-98.8% | $1,946-93.1% |