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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $32,781 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,046 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,857 | $50,860+29.5% | $155,574-57.7% | $77,714-15.3% |
| Participation rate | 95.3% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.7pp |
| Annual return | 15.69% | 34.86%-19.2pp | 64.87%-49.2pp | 31.26%-15.6pp |
| Employer contribution / active EE | $4,777 | $1,991+140.0% | $4,676+2.2% | $2,727+75.2% |
| Participant deferral / active EE | $9,827 | $2,825+247.9% | $5,629+74.6% | $4,649+111.4% |
| Admin fee / account holder | $101 | $436-76.8% | $15,914-99.4% | $433-76.7% |