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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,780 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,923 | $84,936-56.5% | $111,308-66.8% | $79,391-53.5% |
| Participation rate | 92.2% | 75.9%+16.3pp | 77.3%+14.9pp | 70.7%+21.5pp |
| Annual return | 15.18% | 17.45%-2.3pp | 54.67%-39.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,241 | $3,888-42.4% | $4,487-50.1% | $4,046-44.6% |
| Admin fee / account holder | $16 | $537-97.1% | $7,965-99.8% | $627-97.5% |