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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,165 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,308 | $79,209+87.2% | $102,434+44.8% | $74,459+99.2% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.0pp |
| Annual return | 11.87% | 54.98%-43.1pp | 29.46%-17.6pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $2,892 | $2,362+22.4% | $3,023-4.3% | $2,626+10.1% |
| Participant deferral / active EE | $9,861 | $4,417+123.2% | $5,055+95.1% | $4,350+126.7% |
| Admin fee / account holder | $39 | $2,002-98.0% | $9,462-99.6% | $1,945-98.0% |