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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $41,096 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $31,748 |
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 | $66,785 | $51,207+30.4% | $70,565-5.4% | $71,529-6.6% |
| Participation rate | 49.7% | 59.4%-9.6pp | 68.4%-18.6pp | 67.9%-18.2pp |
| Annual return | 10.66% | 42.71%-32.1pp | 32.79%-22.1pp | 28.97%-18.3pp |
| Employer contribution / active EE | $2,348 | $1,795+30.8% | $2,976-21.1% | $2,590-9.4% |
| Participant deferral / active EE | $3,464 | $3,033+14.2% | $4,568-24.2% | $4,291-19.3% |
| Admin fee / account holder | $486 | $2,002-75.7% | $6,430-92.4% | $1,588-69.4% |