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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,647 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,173 | $70,917-6.7% | $98,920-33.1% | $73,497-10.0% |
| Participation rate | 95.9% | 73.8%+22.1pp | 76.0%+19.9pp | 70.7%+25.2pp |
| Annual return | 8.63% | 34.18%-25.6pp | 196.47%-187.8pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,155 | $2,037-43.3% | $2,689-57.1% | $2,270-49.1% |
| Participant deferral / active EE | $3,772 | $3,501+7.7% | $4,245-11.1% | $3,740+0.9% |
| Admin fee / account holder | $83 | $535-84.4% | $6,643-98.7% | $513-83.8% |