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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,922 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,704 | $62,166-60.3% | $81,353-69.6% | $74,459-66.8% |
| Participation rate | 94.1% | 64.1%+30.0pp | 69.5%+24.5pp | 67.2%+26.9pp |
| Annual return | 17.91% | 16.50%+1.4pp | 24.82%-6.9pp | 1369.70%-1351.8pp |
| Employer contribution / active EE | $1,360 | $1,881-27.7% | $2,464-44.8% | $2,626-48.2% |
| Participant deferral / active EE | $4,170 | $3,223+29.4% | $3,885+7.4% | $4,350-4.1% |
| Admin fee / account holder | $86 | $1,925-95.5% | $5,766-98.5% | $1,945-95.6% |