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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,461 | $50,106-49.2% | $69,779-63.5% | $57,658-55.8% |
| Participation rate | 83.5% | 70.9%+12.6pp | 71.8%+11.6pp | 70.2%+13.2pp |
| Annual return | 7.89% | 14.58%-6.7pp | 12.99%-5.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $267 | $1,739-84.6% | $2,338-88.6% | $1,974-86.5% |
| Participant deferral / active EE | $1,578 | $2,486-36.5% | $2,931-46.2% | $3,061-48.4% |
| Admin fee / account holder | $0 | $89-100.0% | $4,381-100.0% | $95-100.0% |