Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 72 | Other investment fees and expenses | $131,125 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Other investment fees and expenses; C... | $5,061 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 20.75% | 18.43%+2.3pp | 14.64%+6.1pp | 24.48%-3.7pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |