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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $420 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,312 | $88,203+57.9% | $165,100-15.6% | $74,478+87.1% |
| Participation rate | 84.0% | 73.1%+10.9pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 18.09% | 17.13%+1.0pp | 70.21%-52.1pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $5,702 | $2,601+119.2% | $4,348+31.1% | $2,626+117.1% |
| Participant deferral / active EE | $9,981 | $4,505+121.6% | $6,035+65.4% | $4,350+129.4% |
| Admin fee / account holder | $2 | $2,235-99.9% | $12,696-100.0% | $1,946-99.9% |