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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 1807 · SAN JOSE, CA 95109 | Advisory (Plan) | $8,279 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-6038768 | Recordkeeping Fees | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,260 | $27,632-55.6% | $61,399-80.0% | $68,495-82.1% |
| Participation rate | 0.0% | 39.5%-39.5pp | 52.6%-52.6pp | 67.9%-67.9pp |
| Annual return | -17.25% | -13.24%-4.0pp | 338.81%-356.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,297 | $696+230.1% | $1,159+98.1% | $2,596-11.5% |
| Participant deferral / active EE | $3,614 | $1,264+186.0% | $2,124+70.1% | $4,028-10.3% |
| Admin fee / account holder | $72 | $2,010-96.4% | $2,131-96.6% | $5,403-98.7% |