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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-2624428 | Bank Trustee | $10,561 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,775 |
Filed as: GREAT-WEST L&A CO Service code 15 | Recordkeeping | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,427 | $74,024-15.7% | $77,999-20.0% | $57,658+8.3% |
| Participation rate | 36.0% | 79.7%-43.7pp | 75.5%-39.5pp | 70.2%-34.2pp |
| Annual return | 6.36% | 12.14%-5.8pp | 425.96%-419.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,482 | $3,533-58.1% | $3,497-57.6% | $3,061-51.6% |
| Admin fee / account holder | $101 | $93+8.4% | $5,480-98.2% | $95+6.8% |