Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $80,712 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 10.50% | 15.51%-5.0pp | 11.31%-0.8pp | 13.24%-2.7pp |
| Employer contribution / active EE | $7,466 | $18,592-59.8% | $35,729-79.1% | $14,616-48.9% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |