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 |
|---|---|---|
INVESCO2+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 30-0030743 | Investment Management | $71,554 |
Filed as: JP MORGAN CHASE BANK N.A. Service code 28 · EIN 13-4994650 | Investment Management | $13,265 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,677-100.0% | $500,101-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 21.3%-21.3pp | 3.6%-3.6pp |
| Annual return | 2.33% | 11.88%-9.5pp | 2.08%+0.2pp | 11.88%-9.5pp |
| Employer contribution / active EE | $21,756 | $14,612+48.9% | $47,324-54.0% | $14,612+48.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $1,916-100.0% | $637-100.0% |