Filed October 24, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $18,396 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,677 | $79,209+22.1% | $102,434-5.6% | $74,459+29.8% |
| Participation rate | 83.3% | 74.8%+8.6pp | 76.5%+6.8pp | 67.2%+16.1pp |
| Annual return | 11.45% | 54.98%-43.5pp | 29.46%-18.0pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,161 | $2,362-50.9% | $3,023-61.6% | $2,626-55.8% |
| Participant deferral / active EE | $3,262 | $4,417-26.2% | $5,055-35.5% | $4,350-25.0% |
| Admin fee / account holder | $167 | $2,002-91.6% | $9,462-98.2% | $1,945-91.4% |