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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,884 | $83,045+43.2% | $130,045-8.6% | $71,511+66.2% |
| Participation rate | 76.9% | 74.1%+2.7pp | 78.5%-1.6pp | 67.9%+8.9pp |
| Annual return | 14.42% | 20.61%-6.2pp | -137.30%+151.7pp | 28.86%-14.4pp |
| Employer contribution / active EE | $4,173 | $2,623+59.1% | $4,321-3.4% | $2,589+61.2% |
| Participant deferral / active EE | $1,792 | $4,436-59.6% | $5,820-69.2% | $4,291-58.2% |
| Admin fee / account holder | $2 | $1,727-99.9% | $10,600-100.0% | $1,588-99.9% |