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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,433 | $89,093+3.7% | $102,434-9.8% | $77,736+18.9% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.5%+9.5pp | 70.6%+15.4pp |
| Annual return | 19.00% | 25.03%-6.0pp | 29.46%-10.5pp | 31.26%-12.3pp |
| Employer contribution / active EE | $3,074 | $2,699+13.9% | $3,023+1.7% | $2,728+12.7% |
| Participant deferral / active EE | $6,934 | $5,147+34.7% | $5,055+37.2% | $4,651+49.1% |
| Admin fee / account holder | $2 | $236-99.2% | $9,462-100.0% | $433-99.6% |