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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $24,781 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,906 | $66,459+2.2% | $81,286-16.5% | $77,714-12.6% |
| Participation rate | 89.9% | 68.7%+21.2pp | 69.5%+20.3pp | 70.6%+19.3pp |
| Annual return | 15.42% | 15.95%-0.5pp | 24.80%-9.4pp | 31.26%-15.8pp |
| Employer contribution / active EE | $2,382 | $2,156+10.5% | $2,463-3.3% | $2,727-12.6% |
| Participant deferral / active EE | $8,433 | $3,674+129.5% | $3,883+117.2% | $4,649+81.4% |
| Admin fee / account holder | $70 | $585-88.0% | $5,764-98.8% | $433-83.8% |