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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-4994650 | Recordkeeping Fees | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,100 | $30,423-50.4% | $56,025-73.0% | $74,478-79.7% |
| Participation rate | 41.2% | 32.9%+8.3pp | 52.5%-11.3pp | 67.2%-26.0pp |
| Annual return | 17.75% | 24.97%-7.2pp | 1712.69%-1694.9pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $658 | $610+7.9% | $1,042-36.8% | $2,626-74.9% |
| Participant deferral / active EE | $1,020 | $1,176-13.3% | $1,955-47.8% | $4,350-76.5% |
| Admin fee / account holder | $2 | $2,363-99.9% | $2,828-99.9% | $1,946-99.9% |