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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,934 |
PW PARTNERS1 year Filed as: PW PARTNERS LLC Service code 10 501 MORRISON ROAD · GAHANNA, OH 43230 | Accounting | $6,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,715 | $79,438-3.4% | $106,551-28.0% | $79,393-3.4% |
| Participation rate | 97.2% | 74.2%+23.0pp | 76.1%+21.1pp | 70.7%+26.5pp |
| Annual return | 13.89% | 18.27%-4.4pp | 26.80%-12.9pp | 116.87%-103.0pp |
| Employer contribution / active EE | $899 | $2,235-59.8% | $2,819-68.1% | $2,428-63.0% |
| Participant deferral / active EE | $4,058 | $3,824+6.1% | $4,398-7.7% | $4,046+0.3% |
| Admin fee / account holder | $158 | $523-69.8% | $7,408-97.9% | $627-74.8% |