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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $252 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,442 | $99,957-1.5% | $149,715-34.2% | $73,493+33.9% |
| Participation rate | 84.6% | 75.7%+8.9pp | 82.5%+2.1pp | 70.7%+13.9pp |
| Annual return | 14.33% | 53.87%-39.5pp | 276.66%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,973 | $3,191-38.2% | $4,645-57.5% | $2,270-13.1% |
| Participant deferral / active EE | $7,219 | $6,073+18.9% | $6,842+5.5% | $3,740+93.0% |
| Admin fee / account holder | $1 | $551-99.8% | $9,310-100.0% | $513-99.7% |