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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $180 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,876 | $70,002-4.5% | $115,037-41.9% | $52,331+27.8% |
| Participation rate | 77.4% | 72.1%+5.3pp | 81.4%-4.0pp | 68.1%+9.3pp |
| Annual return | -1.15% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $3,163 | $2,715+16.5% | $4,608-31.4% | $1,882+68.1% |
| Participant deferral / active EE | $6,817 | $4,920+38.6% | $6,026+13.1% | $3,022+125.6% |
| Admin fee / account holder | $2 | $566-99.7% | $8,175-100.0% | $592-99.7% |