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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $893 |
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 | $71,810 | $86,341-16.8% | $125,195-42.6% | $65,186+10.2% |
| Participation rate | 82.5% | 75.3%+7.2pp | 79.8%+2.7pp | 70.2%+12.3pp |
| Annual return | 27.36% | 27.44%-0.1pp | 43.79%-16.4pp | 29.39%-2.0pp |
| Employer contribution / active EE | $3,736 | $2,040+83.2% | $3,866-3.4% | $2,177+71.6% |
| Participant deferral / active EE | $8,634 | $3,538+144.0% | $4,937+74.9% | $3,514+145.7% |
| Admin fee / account holder | $18 | $609-97.1% | $9,704-99.8% | $847-97.9% |