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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,155 |
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 | $95,581 | $69,305+37.9% | $82,313+16.1% | $69,631+37.3% |
| Participation rate | 95.3% | 80.3%+15.0pp | 76.9%+18.4pp | 70.7%+24.6pp |
| Annual return | 17.00% | 21.47%-4.5pp | 25.88%-8.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $232 | $1,887-87.7% | $2,428-90.4% | $2,032-88.6% |
| Participant deferral / active EE | $6,324 | $3,568+77.2% | $3,706+70.6% | $3,224+96.2% |
| Admin fee / account holder | $18 | $97-81.8% | $5,608-99.7% | $110-84.0% |