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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,939 |
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 | $113,463 | $81,494+39.2% | $133,978-15.3% | $73,497+54.4% |
| Participation rate | 82.6% | 76.4%+6.2pp | 79.8%+2.7pp | 70.7%+11.9pp |
| Annual return | 19.15% | 19.40%-0.3pp | 45.10%-26.0pp | 28.51%-9.4pp |
| Employer contribution / active EE | $4,277 | $2,210+93.6% | $3,919+9.1% | $2,270+88.4% |
| Participant deferral / active EE | $9,024 | $3,787+138.3% | $5,047+78.8% | $3,740+141.3% |
| Admin fee / account holder | $20 | $713-97.2% | $8,930-99.8% | $513-96.1% |