Filed May 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,714 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,534 | $80,763-2.8% | $102,412-23.3% | $74,459+5.5% |
| Participation rate | 90.1% | 65.7%+24.5pp | 74.5%+15.6pp | 67.2%+22.9pp |
| Annual return | 10.44% | 27.57%-17.1pp | 24.94%-14.5pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,495 | $3,160-52.7% | $3,870-61.4% | $2,626-43.1% |
| Participant deferral / active EE | $4,892 | $3,862+26.7% | $5,060-3.3% | $4,350+12.5% |
| Admin fee / account holder | $138 | $2,371-94.2% | $8,388-98.4% | $1,945-92.9% |