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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $210 |
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 | $129,073 | $137,414-6.1% | $189,545-31.9% | $85,851+50.3% |
| Participation rate | 94.3% | 84.6%+9.7pp | 87.8%+6.5pp | 69.3%+25.0pp |
| Annual return | 12.34% | 38.14%-25.8pp | 555.36%-543.0pp | 318.63%-306.3pp |
| Employer contribution / active EE | $6,066 | $4,344+39.6% | $6,162-1.6% | $2,565+136.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |