Filed October 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
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 | $116,279 | $48,277+140.9% | $63,244+83.9% | $55,191+110.7% |
| Participation rate | 78.8% | 69.4%+9.4pp | 71.0%+7.8pp | 69.2%+9.6pp |
| Annual return | -0.21% | 2.37%-2.6pp | -70.31%+70.1pp | 10.78%-11.0pp |
| Employer contribution / active EE | $5,418 | $1,592+240.3% | $2,322+133.3% | $1,899+185.3% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,893-100.0% | $91-100.0% |