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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $24,466 |
Service code 28 · EIN 13-5674085 ONE BRYANT PARK · NEW YORK CITY, NY 10036 | Investment Management | $10,394 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,200 | $63,924+41.1% | $108,582-16.9% | $55,167+63.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 5.56% | 15.31%-9.8pp | -51.70%+57.3pp | 169.23%-163.7pp |
| Employer contribution / active EE | $3,876 | $1,879+106.3% | $3,758+3.1% | $1,963+97.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $136 | $618-78.0% | $7,645-98.2% | $504-73.0% |