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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $585 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage | $393 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,122 | $54,590+43.1% | $81,716-4.4% | $73,493+6.3% |
| Participation rate | 84.6% | 68.3%+16.3pp | 72.0%+12.6pp | 70.7%+13.9pp |
| Annual return | 11.28% | 17.74%-6.5pp | 29.49%-18.2pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,678 | $1,636+2.6% | $4,310-61.1% | $2,270-26.1% |
| Participant deferral / active EE | $3,124 | $2,759+13.2% | $7,108-56.0% | $3,740-16.5% |
| Admin fee / account holder | $5 | $592-99.1% | $5,159-99.9% | $513-99.0% |