Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Float revenue; Investment management ... | $42,537 |
THE VANGUARD GROUP, INC.1+ years Service code 28 · EIN 23-1945930 | Investment Management | $1,076 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,627 | $87,670+21.6% | $123,105-13.4% | $69,651+53.1% |
| Participation rate | 99.2% | 87.8%+11.4pp | 86.8%+12.4pp | 66.6%+32.6pp |
| Annual return | -2.01% | 3.10%-5.1pp | 13.22%-15.2pp | 53.77%-55.8pp |
| Employer contribution / active EE | $1,129 | $3,511-67.8% | $5,151-78.1% | $2,241-49.6% |
| Participant deferral / active EE | $4,952 | $5,412-8.5% | $6,229-20.5% | $3,635+36.2% |
| Admin fee / account holder | $0 | $94-100.0% | $9,014-100.0% | $63-100.0% |