Filed September 26, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $24,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,259 | $138,386-26.8% | $184,260-45.0% | $80,935+25.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.40% | 20.02%-7.6pp | 28.84%-16.4pp | 35.66%-23.3pp |
| Employer contribution / active EE | $6,001 | $4,851+23.7% | $6,427-6.6% | $2,757+117.7% |
| Participant deferral / active EE | $9,229 | $7,076+30.4% | $9,133+1.1% | $4,299+114.7% |
| Admin fee / account holder | $379 | $10,489-96.4% | $13,898-97.3% | $6,924-94.5% |