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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,967 | $74,347-71.8% | $93,621-77.6% | $67,579-69.0% |
| Participation rate | 56.5% | 80.6%-24.1pp | 75.8%-19.3pp | 71.3%-14.7pp |
| Annual return | 32.09% | 28.07%+4.0pp | 32.76%-0.7pp | 378.56%-346.5pp |
| Employer contribution / active EE | $709 | $2,583-72.5% | $2,719-73.9% | $2,148-67.0% |
| Participant deferral / active EE | $2,430 | $4,060-40.2% | $4,070-40.3% | $3,539-31.4% |
| Admin fee / account holder | $38 | $123-68.9% | $7,890-99.5% | $142-73.2% |