Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Custodial (other than securities); Fl... | $7,038 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $156,973 | $118,441+32.5% | $151,634+3.5% | $89,433+75.5% |
| Participation rate | 94.4% | 88.0%+6.4pp | 87.5%+6.9pp | 71.3%+23.1pp |
| Annual return | -15.79% | -9.10%-6.7pp | 3.32%-19.1pp | -11.88%-3.9pp |
| Employer contribution / active EE | $1,170 | $4,770-75.5% | $6,165-81.0% | $3,021-61.3% |
| Participant deferral / active EE | $6,643 | $7,648-13.1% | $8,363-20.6% | $5,125+29.6% |
| Admin fee / account holder | $0 | $90-100.0% | $11,614-100.0% | $79-100.0% |