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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,029 |
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 | $93,288 | $70,917+31.5% | $98,920-5.7% | $73,493+26.9% |
| Participation rate | 98.3% | 73.8%+24.5pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 12.42% | 34.18%-21.8pp | 196.47%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,738 | $2,037+34.4% | $2,689+1.8% | $2,270+20.6% |
| Participant deferral / active EE | $6,884 | $3,501+96.6% | $4,245+62.2% | $3,740+84.1% |
| Admin fee / account holder | $5 | $535-99.1% | $6,643-99.9% | $513-99.1% |