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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $480 |
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 | $89,880 | $86,341+4.1% | $125,195-28.2% | $65,186+37.9% |
| Participation rate | 91.1% | 75.3%+15.7pp | 79.8%+11.3pp | 70.2%+20.9pp |
| Annual return | 24.53% | 27.44%-2.9pp | 43.79%-19.3pp | 29.39%-4.9pp |
| Employer contribution / active EE | $2,670 | $2,040+30.9% | $3,866-30.9% | $2,177+22.6% |
| Participant deferral / active EE | $1,802 | $3,538-49.1% | $4,937-63.5% | $3,514-48.7% |
| Admin fee / account holder | $4 | $609-99.4% | $9,704-100.0% | $847-99.6% |