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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,958 | $125,797+13.6% | $170,057-15.9% | $75,177+90.2% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.0%-21.4pp | 67.2%-1.6pp |
| Annual return | 14.57% | 27.20%-12.6pp | 53.42%-38.8pp | 160.75%-146.2pp |
| Employer contribution / active EE | $5,528 | $4,616+19.7% | $6,790-18.6% | $2,671+106.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5 | $8,177-99.9% | $12,826-100.0% | $5,651-99.9% |