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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,948 | $135,489-12.2% | $146,643-18.9% | - |
| Participation rate | 97.0% | 76.3%+20.6pp | 80.1%+16.9pp | - |
| Annual return | 10.35% | 13.52%-3.2pp | 22.75%-12.4pp | - |
| Employer contribution / active EE | $1,327 | $2,259-41.2% | $4,137-67.9% | - |
| Participant deferral / active EE | $2,800 | $3,661-23.5% | $5,506-49.1% | - |
| Admin fee / account holder | $2 | $5,216-100.0% | $10,280-100.0% | - |