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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $255 |
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 | $79,650 | $71,192+11.9% | $117,861-32.4% | $62,293+27.9% |
| Participation rate | 87.6% | 74.2%+13.4pp | 79.7%+7.9pp | 69.5%+18.1pp |
| Annual return | 20.71% | 18.66%+2.1pp | 335.11%-314.4pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,078 | $1,934-44.3% | $3,786-71.5% | $2,042-47.2% |
| Participant deferral / active EE | $1,829 | $3,189-42.6% | $4,482-59.2% | $3,169-42.3% |
| Admin fee / account holder | $2 | $587-99.6% | $8,021-100.0% | $479-99.6% |