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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $32,348 |
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 28 · EIN 20-5817590 | Investment Management | $12,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,175 | $66,302+70.7% | $110,243+2.7% | $56,289+101.1% |
| Participation rate | 49.2% | 74.9%-25.7pp | 79.8%-30.6pp | 69.9%-20.6pp |
| Annual return | 3.37% | -1.18%+4.5pp | 314.76%-311.4pp | -9.96%+13.3pp |
| Employer contribution / active EE | $3,968 | $2,047+93.8% | $3,827+3.7% | $2,111+88.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $211 | $698-69.9% | $8,548-97.5% | $521-59.6% |