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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,096 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,069 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,930 | $54,320-33.9% | $67,652-46.9% | $52,331-31.3% |
| Participation rate | 96.9% | 73.6%+23.3pp | 75.7%+21.2pp | 68.1%+28.8pp |
| Annual return | -0.40% | 6.81%-7.2pp | 6625.40%-6625.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $217 | $1,544-85.9% | $2,266-90.4% | $1,882-88.5% |
| Participant deferral / active EE | $4,932 | $2,950+67.2% | $3,560+38.6% | $3,022+63.2% |
| Admin fee / account holder | $12 | $527-97.7% | $4,821-99.8% | $592-98.0% |