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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,364 | $93,182+37.8% | $146,647-12.5% | $79,389+61.7% |
| Participation rate | 85.0% | 76.4%+8.6pp | 80.1%+5.0pp | 70.7%+14.3pp |
| Annual return | 15.64% | 21.61%-6.0pp | 22.75%-7.1pp | 116.89%-101.3pp |
| Employer contribution / active EE | $3,812 | $2,420+57.5% | $4,137-7.9% | $2,428+57.0% |
| Participant deferral / active EE | $8,804 | $4,169+111.2% | $5,506+59.9% | $4,046+117.6% |
| Admin fee / account holder | $22 | $585-96.3% | $10,281-99.8% | $626-96.5% |