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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $135 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $204,942 | $58,093+252.8% | $80,022+156.1% | $56,287+264.1% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.8%+22.3pp | 69.9%+28.3pp |
| Annual return | 5.27% | 34.63%-29.4pp | 11.22%-6.0pp | -9.96%+15.2pp |
| Employer contribution / active EE | $5,131 | $1,933+165.5% | $2,468+107.9% | $2,111+143.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $623-99.7% | $6,521-100.0% | $521-99.6% |