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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,610 | $83,090+47.6% | $130,062-5.7% | $71,529+71.4% |
| Participation rate | 78.9% | 74.1%+4.8pp | 78.5%+0.4pp | 67.9%+11.0pp |
| Annual return | 18.95% | 20.61%-1.7pp | -137.37%+156.3pp | 28.97%-10.0pp |
| Employer contribution / active EE | $4,347 | $2,624+65.7% | $4,322+0.6% | $2,590+67.8% |
| Participant deferral / active EE | $9,291 | $4,436+109.4% | $5,821+59.6% | $4,291+116.5% |
| Admin fee / account holder | $2 | $1,727-99.9% | $10,601-100.0% | $1,588-99.9% |