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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 245 PARK AVENUE · NEW YORK, NY 10005 | Advisory (Plan) | $49,876 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994560 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Bank Trustee | $3,743 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 0.56% | 4.69%-4.1pp | 5.44%-4.9pp | 4.56%-4.0pp |
| Employer contribution / active EE | $0 | $15,631-100.0% | $25,481-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |