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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 | $66,486+2.1% | $81,370-16.5% | $77,762-12.7% |
| Participation rate | 89.9% | 68.7%+21.2pp | 69.5%+20.3pp | 70.6%+19.3pp |
| Annual return | 15.42% | 15.95%-0.5pp | 24.85%-9.4pp | 31.27%-15.8pp |
| Employer contribution / active EE | $2,382 | $2,158+10.4% | $2,464-3.3% | $2,728-12.7% |
| Participant deferral / active EE | $8,433 | $3,677+129.4% | $3,885+117.0% | $4,651+81.3% |
| Admin fee / account holder | $70 | $586-88.0% | $5,749-98.8% | $433-83.8% |