Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,170 |
Annual investment return 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 | $55,472 | $58,093-4.5% | $80,022-30.7% | $56,287-1.4% |
| Participation rate | 95.6% | 73.6%+22.0pp | 75.8%+19.8pp | 69.9%+25.8pp |
| Annual return | -7.39% | 34.63%-42.0pp | 11.22%-18.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,573 | $1,933+84.9% | $2,468+44.8% | $2,111+69.3% |
| Participant deferral / active EE | $5,058 | $3,136+61.3% | $3,686+37.2% | $3,350+51.0% |
| Admin fee / account holder | $4 | $623-99.3% | $6,521-99.9% | $521-99.2% |