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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,918 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,490 | $63,905-39.8% | $74,184-48.1% | $57,658-33.2% |
| Participation rate | 76.8% | 79.8%-2.9pp | 76.6%+0.2pp | 70.2%+6.6pp |
| Annual return | 6.84% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $694 | $1,840-62.3% | $2,370-70.7% | $1,974-64.8% |
| Participant deferral / active EE | $1,716 | $3,448-50.2% | $3,550-51.7% | $3,061-43.9% |
| Admin fee / account holder | $24 | $91-73.7% | $5,586-99.6% | $95-74.7% |