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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $790 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,801 | $99,442+9.4% | $113,397-4.1% | $71,012+53.2% |
| Participation rate | 83.8% | 78.9%+4.9pp | 76.5%+7.3pp | 58.6%+25.3pp |
| Annual return | 15.43% | 17.93%-2.5pp | 23.20%-7.8pp | 37.67%-22.2pp |
| Employer contribution / active EE | $3,164 | $3,068+3.1% | $2,977+6.3% | $2,348+34.7% |
| Participant deferral / active EE | $6,980 | $4,915+42.0% | $5,076+37.5% | $3,246+115.0% |
| Admin fee / account holder | $2 | $535-99.6% | $11,957-100.0% | $1,167-99.8% |