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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $35,643 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,955 | $106,264-86.9% | $147,117-90.5% | $77,762-82.1% |
| Participation rate | 78.1% | 78.4%-0.3pp | 82.2%-4.1pp | 70.6%+7.5pp |
| Annual return | 24.22% | 56.94%-32.7pp | 420.54%-396.3pp | 31.27%-7.1pp |
| Employer contribution / active EE | $1,455 | $4,074-64.3% | $4,932-70.5% | $2,728-46.7% |
| Participant deferral / active EE | $3,192 | $8,003-60.1% | $8,065-60.4% | $4,651-31.4% |
| Admin fee / account holder | $92 | $334-72.4% | $12,993-99.3% | $433-78.7% |