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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN BROKER-DEALER HOLDINGS LLC Service code 28 · EIN 13-4110995 4 METROTECH CENTER · BROOKLYN, NY 112450001 | Investment Management | $23,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,892,175 | $160,059+7329.9% | $140,019+8393.3% | $135,380+8684.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.93% | 911.48%-913.4pp | 651.17%-653.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,133,220 | $13,328+8402.6% | $10,705+10485.5% | $10,828+10365.5% |