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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,505 | $72,620+10.9% | $90,760-11.3% | $66,938+20.3% |
| Participation rate | 94.3% | 73.7%+20.6pp | 75.7%+18.6pp | 69.8%+24.5pp |
| Annual return | -16.57% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,021 | $2,369-14.7% | $2,922-30.8% | $2,545-20.6% |
| Participant deferral / active EE | $5,337 | $3,979+34.1% | $4,565+16.9% | $4,238+25.9% |
| Admin fee / account holder | $10 | $707-98.6% | $8,444-99.9% | $594-98.4% |