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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $330 |
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 | $119,544 | $123,793-3.4% | $177,848-32.8% | $79,856+49.7% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 21.29% | 22.82%-1.5pp | 48.33%-27.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,913 | $4,095-53.3% | $5,919-67.7% | $2,471-22.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3 | $7,243-100.0% | $12,431-100.0% | $5,306-99.9% |