Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Custodial (other than securities); In... | $100,007 |
THE VANGUARD GROUP, INC.3+ years Service code 28 · EIN 23-1945930 | Investment Management | $1,711 |
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 | $131,920 | $112,134+17.6% | $149,721-11.9% | $80,976+62.9% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.1%+12.5pp | 68.3%+31.3pp |
| Annual return | 13.90% | 17.23%-3.3pp | 1501.67%-1487.8pp | 22.91%-9.0pp |
| Employer contribution / active EE | $1,152 | $3,991-71.1% | $5,444-78.8% | $2,402-52.0% |
| Participant deferral / active EE | $5,546 | $6,036-8.1% | $6,568-15.6% | $3,848+44.1% |
| Admin fee / account holder | $0 | $109-100.0% | $11,282-100.0% | $67-100.0% |