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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $630 |
Participant contribution per participant 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 | $106,019 | $88,203+20.2% | $165,100-35.8% | $74,478+42.3% |
| Participation rate | 90.4% | 73.1%+17.3pp | 78.6%+11.8pp | 67.2%+23.2pp |
| Annual return | 13.50% | 17.13%-3.6pp | 70.21%-56.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $3,336 | $2,601+28.3% | $4,348-23.3% | $2,626+27.0% |
| Participant deferral / active EE | $1,985 | $4,505-55.9% | $6,035-67.1% | $4,350-54.4% |
| Admin fee / account holder | $4 | $2,235-99.8% | $12,696-100.0% | $1,946-99.8% |