Filed September 11, 2020 (most recent of 10 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $73,881 |
AMERICAN REALTY ADVISORS9+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $29,430 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $24,680 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 21.57% | 9.98%+11.6pp | 9.17%+12.4pp | 8.21%+13.4pp |
| Employer contribution / active EE | $12,712 | $11,917+6.7% | $40,523-68.6% | $13,841-8.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |