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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,341 | $62,146-2.9% | $81,438-25.9% | $74,546-19.1% |
| Participation rate | 93.8% | 64.1%+29.8pp | 69.5%+24.3pp | 67.2%+26.6pp |
| Annual return | 12.27% | 16.49%-4.2pp | 24.74%-12.5pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $2,294 | $1,883+21.8% | $2,460-6.8% | $2,624-12.6% |
| Participant deferral / active EE | $4,055 | $3,229+25.6% | $3,883+4.4% | $4,347-6.7% |
| Admin fee / account holder | $9 | $1,922-99.5% | $5,764-99.8% | $1,944-99.5% |