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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $805 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,081 | $78,607+56.6% | $105,624+16.5% | $74,478+65.3% |
| Participation rate | 96.2% | 72.8%+23.3pp | 75.3%+20.9pp | 67.2%+28.9pp |
| Annual return | 14.42% | 15.96%-1.5pp | 116.20%-101.8pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,521 | $2,523-0.1% | $3,168-20.4% | $2,626-4.0% |
| Participant deferral / active EE | $6,387 | $4,325+47.7% | $5,013+27.4% | $4,350+46.8% |
| Admin fee / account holder | $4 | $2,220-99.8% | $10,961-100.0% | $1,946-99.8% |