Filed March 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE Service code 28 · EIN 13-3299429 | Investment Management | $10,760 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,156 | $63,905-38.7% | $74,184-47.2% | $57,658-32.1% |
| Participation rate | 99.1% | 79.8%+19.3pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 37.84% | 60.60%-22.8pp | 17.74%+20.1pp | 5.13%+32.7pp |
| Employer contribution / active EE | $1,067 | $1,840-42.0% | $2,370-55.0% | $1,974-45.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $13 | $91-85.4% | $5,586-99.8% | $95-86.0% |