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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 | $106,164-6.3% | $147,041-32.3% | $77,692+28.1% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.3pp | 70.6%+9.2pp |
| Annual return | 16.82% | 56.81%-40.0pp | 419.21%-402.4pp | 31.25%-14.4pp |
| Employer contribution / active EE | $4,527 | $4,066+11.3% | $4,935-8.3% | $2,726+66.1% |
| Participant deferral / active EE | $9,503 | $7,993+18.9% | $8,071+17.7% | $4,648+104.4% |
| Admin fee / account holder | $1 | $338-99.6% | $13,006-100.0% | $431-99.7% |