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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,055 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,297 | $53,412-20.8% | $68,509-38.3% | $52,331-19.2% |
| Participation rate | 97.4% | 71.7%+25.8pp | 74.7%+22.7pp | 68.1%+29.3pp |
| Annual return | -0.89% | 3.42%-4.3pp | 8.27%-9.2pp | 4.54%-5.4pp |
| Employer contribution / active EE | $4,577 | $1,607+184.8% | $2,278+100.9% | $1,882+143.2% |
| Participant deferral / active EE | $6,380 | $2,688+137.4% | $3,382+88.6% | $3,022+111.1% |
| Admin fee / account holder | $28 | $461-94.0% | $5,275-99.5% | $592-95.3% |