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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,411 | $37,117-45.0% | $147,617-86.2% | $55,191-63.0% |
| Participation rate | 64.4% | 63.6%+0.8pp | 84.6%-20.2pp | 69.2%-4.8pp |
| Annual return | -0.20% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,979 | $1,620+22.2% | $5,565-64.4% | $1,899+4.2% |
| Participant deferral / active EE | $1,185 | $1,985-40.3% | $4,895-75.8% | $3,046-61.1% |
| Admin fee / account holder | $2 | $86-97.8% | $11,611-100.0% | $91-97.9% |