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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN BROKER-DEALER HOLDINGS LLC Service code 28 · EIN 13-4110995 4 METROTECH CENTER · BROOKLYN, NY 112450001 | Investment Management | $12,820 |
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 | $13,029,633 | $184,000+6981.3% | $162,185+7933.8% | $152,909+8421.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.51% | 150.80%-136.3pp | 115.61%-101.1pp | 345.46%-331.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $600,328 | $13,124+4474.3% | $10,844+5436.1% | $11,601+5074.9% |