Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,755 |
PW PARTNERS2 years Filed as: PW PARTNERS LLC Service code 10 501 MORRISON ROAD · GAHANNA, OH 43230 | Accounting | $6,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,544 | $72,620-16.6% | $90,760-33.3% | $66,938-9.6% |
| Participation rate | 96.9% | 73.7%+23.2pp | 75.7%+21.2pp | 69.8%+27.0pp |
| Annual return | -12.80% | -12.28%-0.5pp | -12.16%-0.6pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,296 | $2,369-45.3% | $2,922-55.7% | $2,545-49.1% |
| Participant deferral / active EE | $3,927 | $3,979-1.3% | $4,565-14.0% | $4,238-7.3% |
| Admin fee / account holder | $132 | $707-81.3% | $8,444-98.4% | $594-77.8% |