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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $10,974 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,044 | $87,059-39.1% | $105,608-49.8% | $80,925-34.5% |
| Participation rate | 91.8% | 70.4%+21.3pp | 75.3%+16.5pp | 67.7%+24.1pp |
| Annual return | 14.81% | 17.05%-2.2pp | 116.50%-101.7pp | 35.65%-20.8pp |
| Employer contribution / active EE | $522 | $2,396-78.2% | $3,167-83.5% | $2,756-81.0% |
| Participant deferral / active EE | $2,808 | $3,986-29.5% | $5,010-43.9% | $4,299-34.7% |
| Admin fee / account holder | $109 | $8,443-98.7% | $11,028-99.0% | $6,940-98.4% |