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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,137 | $86,692+23.6% | $119,634-10.4% | $66,949+60.0% |
| Participation rate | 80.5% | 75.6%+4.9pp | 79.3%+1.2pp | 69.8%+10.7pp |
| Annual return | -17.16% | -8.00%-9.2pp | -14.98%-2.2pp | 1.57%-18.7pp |
| Employer contribution / active EE | $4,729 | $2,536+86.5% | $4,232+11.7% | $2,545+85.8% |
| Participant deferral / active EE | $10,654 | $4,360+144.3% | $5,601+90.2% | $4,239+151.3% |
| Admin fee / account holder | $14 | $755-98.1% | $10,329-99.9% | $594-97.6% |