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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $255 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,298 | $58,895-31.6% | $178,503-77.4% | $73,497-45.2% |
| Participation rate | 92.4% | 66.2%+26.1pp | 81.9%+10.4pp | 70.7%+21.7pp |
| Annual return | 2.86% | 24.86%-22.0pp | 151.12%-148.3pp | 28.51%-25.6pp |
| Employer contribution / active EE | $2,707 | $2,236+21.1% | $5,011-46.0% | $2,270+19.2% |
| Participant deferral / active EE | $3,540 | $2,567+37.9% | $5,202-31.9% | $3,740-5.3% |
| Admin fee / account holder | $1 | $400-99.7% | $13,987-100.0% | $513-99.8% |