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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,615 | $48,277-61.4% | $63,244-70.6% | $55,191-66.3% |
| Participation rate | 87.6% | 69.4%+18.2pp | 71.0%+16.6pp | 69.2%+18.5pp |
| Annual return | -1.06% | 2.37%-3.4pp | -70.31%+69.2pp | 10.78%-11.8pp |
| Employer contribution / active EE | $306 | $1,592-80.8% | $2,322-86.8% | $1,899-83.9% |
| Participant deferral / active EE | $1,570 | $2,432-35.4% | $2,953-46.8% | $3,046-48.5% |
| Admin fee / account holder | $0 | $86-100.0% | $5,893-100.0% | $91-100.0% |