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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $965 |
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 | $60,110 | $63,314-5.1% | $91,004-33.9% | $62,293-3.5% |
| Participation rate | 85.5% | 73.3%+12.2pp | 75.6%+9.9pp | 69.5%+16.0pp |
| Annual return | 16.30% | 21.00%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,952 | $1,807+63.3% | $2,456+20.2% | $2,042+44.5% |
| Participant deferral / active EE | $4,130 | $2,944+40.3% | $3,548+16.4% | $3,169+30.3% |
| Admin fee / account holder | $4 | $468-99.2% | $5,417-99.9% | $479-99.2% |