Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 245 PARK AVE · NEW YORK, NY 10167 | Advisory (Plan) | $166,251 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Bank Trustee | $10,407 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | 0.25% | -1.56%+1.8pp | -3.43%+3.7pp | 2.81%-2.6pp |
| Employer contribution / active EE | $6,060 | $14,048-56.9% | $25,607-76.3% | $16,358-63.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |