Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,006 |
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 | $25,808 | $85,135-69.7% | $98,920-73.9% | $73,412-64.8% |
| Participation rate | 57.2% | 81.1%-23.9pp | 76.0%-18.8pp | 72.2%-14.9pp |
| Annual return | 32.58% | 19.14%+13.4pp | 196.47%-163.9pp | 59.30%-26.7pp |
| Employer contribution / active EE | $1,146 | $2,721-57.9% | $2,689-57.4% | $2,234-48.7% |
| Participant deferral / active EE | $2,790 | $4,349-35.9% | $4,245-34.3% | $3,806-26.7% |
| Admin fee / account holder | $38 | $139-72.8% | $6,643-99.4% | $158-76.0% |