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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,286 | $75,183+0.1% | $123,894-39.2% | $55,167+36.5% |
| Participation rate | 68.3% | 72.8%-4.6pp | 81.4%-13.2pp | 69.0%-0.7pp |
| Annual return | 7.07% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,180 | $2,823+12.6% | $4,617-31.1% | $1,963+62.0% |
| Participant deferral / active EE | $6,463 | $5,084+27.1% | $5,984+8.0% | $3,054+111.6% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |