| 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) | $8,722 |
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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 16.32% | 12.11%+4.2pp | 12.93%+3.4pp | 16.32%0pp |
| Employer contribution / active EE | $0 | $18,276-100.0% | $35,210-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |