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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $435 |
Participant 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 | $74,889 | $66,302+13.0% | $110,243-32.1% | $56,289+33.0% |
| Participation rate | 91.9% | 74.9%+17.0pp | 79.8%+12.0pp | 69.9%+22.0pp |
| Annual return | -3.21% | -1.18%-2.0pp | 314.76%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,653 | $2,047+29.6% | $3,827-30.7% | $2,111+25.7% |
| Participant deferral / active EE | $1,747 | $3,381-48.3% | $4,672-62.6% | $3,350-47.9% |
| Admin fee / account holder | $3 | $698-99.5% | $8,548-100.0% | $521-99.4% |