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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 | $87,037-39.1% | $106,201-50.1% | $80,874-34.4% |
| Participation rate | 91.8% | 70.4%+21.3pp | 75.3%+16.5pp | 67.6%+24.1pp |
| Annual return | 14.81% | 17.05%-2.2pp | 116.26%-101.4pp | 35.62%-20.8pp |
| Employer contribution / active EE | $522 | $2,396-78.2% | $3,170-83.5% | $2,756-81.0% |
| Participant deferral / active EE | $2,808 | $3,986-29.5% | $5,012-44.0% | $4,297-34.6% |
| Admin fee / account holder | $109 | $8,434-98.7% | $11,039-99.0% | $6,935-98.4% |