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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 7501 WISCNSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $29,170 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 28 · EIN 20-5817590 8006 DISCOVERY DRIVE · RICHMOND, VA 23229 | Investment Management | $8,879 |
Service code 28 · EIN 13-5674085 ONE BRYANT PARK · NEW YORK CITY, NY 10036 | Investment Management | $5,004 |
Annual investment return 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 | $99,478 | $71,192+39.7% | $117,861-15.6% | $62,293+59.7% |
| Participation rate | 92.4% | 74.2%+18.1pp | 79.7%+12.7pp | 69.5%+22.9pp |
| Annual return | 6.04% | 18.66%-12.6pp | 335.11%-329.1pp | 28.90%-22.9pp |
| Employer contribution / active EE | $4,237 | $1,934+119.1% | $3,786+11.9% | $2,042+107.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $176 | $587-70.0% | $8,021-97.8% | $479-63.2% |