Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $30 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,217 | $71,192-36.5% | $117,861-61.6% | $62,293-27.4% |
| Participation rate | 27.7% | 74.2%-46.5pp | 79.7%-52.0pp | 69.5%-41.8pp |
| Annual return | 16.00% | 18.66%-2.7pp | 335.11%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $616 | $1,934-68.2% | $3,786-83.7% | $2,042-69.8% |
| Participant deferral / active EE | $1,100 | $3,189-65.5% | $4,482-75.5% | $3,169-65.3% |
| Admin fee / account holder | $216 | $587-63.2% | $8,021-97.3% | $479-54.9% |