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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,838 |
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 | $49,681 | $58,093-14.5% | $80,022-37.9% | $56,289-11.7% |
| Participation rate | 97.0% | 73.6%+23.4pp | 75.8%+21.2pp | 69.9%+27.2pp |
| Annual return | -5.03% | 34.63%-39.7pp | 11.22%-16.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,180 | $1,933+64.5% | $2,468+28.8% | $2,111+50.6% |
| Participant deferral / active EE | $3,140 | $3,136+0.1% | $3,686-14.8% | $3,350-6.3% |
| Admin fee / account holder | $28 | $623-95.5% | $6,521-99.6% | $521-94.7% |