Filed January 17, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,906 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,275 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,214 | $54,320-66.5% | $67,653-73.1% | $52,331-65.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -2.75% | 6.81%-9.6pp | 6625.22%-6628.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $2,729 | $1,544+76.8% | $2,266+20.5% | $1,882+45.0% |
| Participant deferral / active EE | $4,443 | $2,950+50.6% | $3,560+24.8% | $3,022+47.0% |
| Admin fee / account holder | $8 | $527-98.5% | $4,821-99.8% | $592-98.7% |