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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $225 |
Annual investment return 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 | $69,048 | $63,924+8.0% | $108,582-36.4% | $55,167+25.2% |
| Participation rate | 90.5% | 74.3%+16.2pp | 79.6%+10.9pp | 69.0%+21.5pp |
| Annual return | 2.26% | 15.31%-13.1pp | -51.70%+54.0pp | 169.23%-167.0pp |
| Employer contribution / active EE | $3,166 | $1,879+68.5% | $3,758-15.7% | $1,963+61.3% |
| Participant deferral / active EE | $1,690 | $3,067-44.9% | $4,311-60.8% | $3,054-44.7% |
| Admin fee / account holder | $2 | $618-99.7% | $7,645-100.0% | $504-99.6% |