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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 64 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Recordkeeping Fees | $3,000 |
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 | $157,937 | $56,640+178.8% | $78,002+102.5% | $55,167+186.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 9.29% | 2868.48%-2859.2pp | 425.99%-416.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,842 | $1,724+180.9% | $2,470+96.0% | $1,963+146.7% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $24 | $467-94.8% | $5,481-99.6% | $504-95.2% |