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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,485 |
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 | $64,345 | $71,523-10.0% | $98,461-34.6% | $71,511-10.0% |
| Participation rate | 99.2% | 72.7%+26.5pp | 75.2%+24.0pp | 67.9%+31.3pp |
| Annual return | 15.28% | 32.43%-17.2pp | 21.17%-5.9pp | 28.86%-13.6pp |
| Employer contribution / active EE | $1,481 | $2,399-38.3% | $3,049-51.4% | $2,589-42.8% |
| Participant deferral / active EE | $4,336 | $4,109+5.5% | $4,738-8.5% | $4,291+1.0% |
| Admin fee / account holder | $111 | $1,676-93.4% | $8,961-98.8% | $1,588-93.0% |