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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $870 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $91 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,129 | $50,199+11.8% | $69,884-19.7% | $66,938-16.1% |
| Participation rate | 87.8% | 66.3%+21.4pp | 70.5%+17.3pp | 69.8%+18.0pp |
| Annual return | -12.87% | -13.85%+1.0pp | 190.81%-203.7pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,858 | $1,864-0.3% | $2,560-27.4% | $2,545-27.0% |
| Participant deferral / active EE | $3,292 | $3,112+5.8% | $3,848-14.4% | $4,238-22.3% |
| Admin fee / account holder | $9 | $600-98.5% | $6,266-99.9% | $594-98.5% |