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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $30,151 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 3.45% | 4.82%-1.4pp | 3.97%-0.5pp | 7.18%-3.7pp |
| Employer contribution / active EE | $3,476 | $12,725-72.7% | $28,168-87.7% | $13,095-73.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |