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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,832 | $65,437-57.5% | $86,698-67.9% | $66,949-58.4% |
| Participation rate | 78.6% | 75.5%+3.2pp | 76.6%+2.0pp | 69.8%+8.8pp |
| Annual return | -16.23% | -10.91%-5.3pp | 35.96%-52.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $731 | $2,154-66.0% | $2,837-74.2% | $2,545-71.3% |
| Participant deferral / active EE | $2,822 | $4,102-31.2% | $4,656-39.4% | $4,239-33.4% |
| Admin fee / account holder | $8 | $642-98.8% | $7,492-99.9% | $594-98.7% |