Filed August 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,548 | $37,196-79.7% | $154,108-95.1% | $55,725-86.5% |
| Participation rate | 71.4% | 64.1%+7.3pp | 83.0%-11.7pp | 70.9%+0.5pp |
| Annual return | -5.31% | 1319.68%-1325.0pp | 735.21%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $510 | $1,614-68.4% | $5,298-90.4% | $2,078-75.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |