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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $465 |
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 | $109,478 | $81,494+34.3% | $133,978-18.3% | $73,497+49.0% |
| Participation rate | 88.2% | 76.4%+11.9pp | 79.8%+8.4pp | 70.7%+17.6pp |
| Annual return | 22.28% | 19.40%+2.9pp | 45.10%-22.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $3,241 | $2,210+46.7% | $3,919-17.3% | $2,270+42.8% |
| Participant deferral / active EE | $1,937 | $3,787-48.9% | $5,047-61.6% | $3,740-48.2% |
| Admin fee / account holder | $3 | $713-99.5% | $8,930-100.0% | $513-99.3% |