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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $300 |
Participant 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 | $84,860 | $74,089+14.5% | $133,975-36.7% | $55,167+53.8% |
| Participation rate | 87.7% | 84.3%+3.5pp | 87.1%+0.7pp | 69.0%+18.7pp |
| Annual return | 20.82% | 12.11%+8.7pp | 29.29%-8.5pp | 169.23%-148.4pp |
| Employer contribution / active EE | $4,711 | $3,064+53.8% | $5,211-9.6% | $1,963+140.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $458-99.6% | $9,324-100.0% | $504-99.6% |