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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,493 | $106,230-6.3% | $147,080-32.4% | $77,736+28.0% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.4pp | 70.6%+9.2pp |
| Annual return | 16.82% | 56.91%-40.1pp | 420.17%-403.3pp | 31.26%-14.4pp |
| Employer contribution / active EE | $4,527 | $4,072+11.2% | $4,933-8.2% | $2,728+66.0% |
| Participant deferral / active EE | $9,503 | $8,001+18.8% | $8,066+17.8% | $4,651+104.3% |
| Admin fee / account holder | $1 | $338-99.6% | $12,989-100.0% | $433-99.7% |