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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 | $78,483+56.8% | $106,201+15.9% | $74,546+65.1% |
| Participation rate | 96.2% | 72.8%+23.3pp | 75.3%+20.9pp | 67.2%+28.9pp |
| Annual return | 14.42% | 15.94%-1.5pp | 116.26%-101.8pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,521 | $2,5220% | $3,170-20.5% | $2,624-3.9% |
| Participant deferral / active EE | $6,387 | $4,320+47.8% | $5,012+27.4% | $4,347+46.9% |
| Admin fee / account holder | $4 | $2,236-99.8% | $11,039-100.0% | $1,944-99.8% |