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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,135 | $36,916-31.9% | $156,551-83.9% | $57,658-56.4% |
| Participation rate | 66.1% | 63.4%+2.7pp | 84.0%-17.9pp | 70.2%-4.1pp |
| Annual return | 5.18% | 12.38%-7.2pp | 32.23%-27.0pp | 5.13%0pp |
| Employer contribution / active EE | $1,969 | $1,571+25.4% | $5,501-64.2% | $1,974-0.2% |
| Participant deferral / active EE | $1,260 | $1,926-34.5% | $4,871-74.1% | $3,061-58.8% |
| Admin fee / account holder | $5 | $82-94.0% | $13,028-100.0% | $95-94.8% |