Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Investment management fees paid indir... | $235,128 |
THE VANGUARD GROUP, INC.2+ years Service code 28 · EIN 23-1945930 | Investment Management | $2,135 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,171 | $93,756+23.9% | $133,975-13.3% | $329,111-64.7% |
| Participation rate | 97.8% | 89.7%+8.1pp | 87.1%+10.7pp | 67.9%+29.9pp |
| Annual return | 11.06% | 20.33%-9.3pp | 29.29%-18.2pp | 16.35%-5.3pp |
| Employer contribution / active EE | $1,120 | $3,619-69.1% | $5,211-78.5% | $2,303-51.4% |
| Participant deferral / active EE | $5,225 | $5,685-8.1% | $6,282-16.8% | $3,682+41.9% |
| Admin fee / account holder | $0 | $90-100.0% | $9,324-100.0% | $754-100.0% |