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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,963 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $32,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,059 | $54,558+50.4% | $76,002+8.0% | $74,546+10.1% |
| Participation rate | 50.0% | 60.3%-10.3pp | 69.1%-19.1pp | 67.2%-17.2pp |
| Annual return | 10.43% | 31.83%-21.4pp | 360.07%-349.6pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $2,513 | $1,778+41.3% | $2,688-6.5% | $2,624-4.3% |
| Participant deferral / active EE | $3,492 | $3,065+13.9% | $4,257-18.0% | $4,347-19.7% |
| Admin fee / account holder | $563 | $2,232-74.8% | $6,414-91.2% | $1,944-71.0% |