| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN CHASE BANK, NA Service code 18 · EIN 13-4994650 270 PARK AVE · NEW YORK, NY 10017 | Custodial (other than securities) | $13,040 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 16.53% | 15.47%+1.1pp | 12.93%+3.6pp | 53.27%-36.7pp |
| Employer contribution / active EE | $0 | $15,545-100.0% | $35,210-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |