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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 15 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Recordkeeping | $5,251 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,772 | $52,678-77.7% | $75,784-84.5% | $59,633-80.3% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.8%+21.7pp | 68.7%+28.8pp |
| Annual return | -0.41% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $925 | $2,193-57.8% | $3,323-72.2% | $2,203-58.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $43 | $3,610-98.8% | $5,300-99.2% | $4,297-99.0% |