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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,692 | $66,319-5.5% | $93,621-33.0% | $65,185-3.8% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.8%+23.4pp | 70.2%+29.0pp |
| Annual return | 23.70% | 42.59%-18.9pp | 32.76%-9.1pp | 29.38%-5.7pp |
| Employer contribution / active EE | $3,634 | $2,013+80.5% | $2,719+33.7% | $2,177+66.9% |
| Participant deferral / active EE | $3,873 | $3,343+15.9% | $4,070-4.8% | $3,514+10.2% |
| Admin fee / account holder | $20 | $6,900-99.7% | $7,890-99.8% | $847-97.7% |