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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,315 |
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 | $75,946 | $66,319+14.5% | $93,614-18.9% | $65,185+16.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 23.52% | 42.59%-19.1pp | 32.76%-9.2pp | 29.38%-5.9pp |
| Employer contribution / active EE | $4,201 | $2,013+108.7% | $2,718+54.6% | $2,177+93.0% |
| Participant deferral / active EE | $5,900 | $3,343+76.5% | $4,069+45.0% | $3,514+67.9% |
| Admin fee / account holder | $5 | $6,900-99.9% | $7,889-99.9% | $847-99.4% |