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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $645 |
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 | $94,323 | $94,529-0.2% | $140,019-32.6% | $64,173+47.0% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | 6.99% | 7.77%-0.8pp | 651.17%-644.2pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,147 | $3,812-69.9% | $5,605-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5 | $6,741-99.9% | $10,705-100.0% | $4,887-99.9% |