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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,687 | $46,173-35.7% | $170,439-82.6% | $69,631-57.4% |
| Participation rate | 69.2% | 63.9%+5.3pp | 83.6%-14.4pp | 70.7%-1.5pp |
| Annual return | 19.27% | 21.62%-2.4pp | 205.94%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,998 | $1,610+24.1% | $5,433-63.2% | $2,032-1.7% |
| Participant deferral / active EE | $1,246 | $2,080-40.1% | $4,939-74.8% | $3,224-61.3% |
| Admin fee / account holder | $3 | $116-97.5% | $13,881-100.0% | $110-97.3% |