Filed January 8, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $735 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,420 | $121,341+122.9% | $189,513+42.7% | $79,386+240.6% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.8%+9.7pp | 70.7%+26.8pp |
| Annual return | 13.15% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $6,700 | $3,915+71.1% | $6,162+8.7% | $2,427+176.0% |
| Participant deferral / active EE | $10,371 | $6,395+62.2% | $8,221+26.2% | $4,046+156.4% |
| Admin fee / account holder | $3 | $651-99.5% | $12,045-100.0% | $626-99.5% |