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 LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $131,693 |
AMERICAN REALTY ADVISORS10+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $31,605 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $30,124 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | $362,190-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 15.3%-15.3pp |
| Annual return | 3.10% | 9.00%-5.9pp | 51.06%-48.0pp | 9.75%-6.7pp |
| Employer contribution / active EE | $0 | $8,984-100.0% | $33,707-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $191-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $354,836-100.0% | $2,810-100.0% |