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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,955 | $106,028-86.8% | $146,958-90.5% | $77,643-82.0% |
| Participation rate | 78.1% | 78.4%-0.2pp | 82.2%-4.0pp | 70.6%+7.6pp |
| Annual return | 24.22% | 56.73%-32.5pp | 418.34%-394.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $1,455 | $4,063-64.2% | $4,933-70.5% | $2,726-46.6% |
| Participant deferral / active EE | $3,192 | $7,990-60.0% | $8,070-60.4% | $4,647-31.3% |
| Admin fee / account holder | $92 | $337-72.6% | $12,998-99.3% | $430-78.5% |