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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $35,982 |
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES, LLC Service code 28 · EIN 20-5817590 | Investment Management | $5,248 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,845 | $81,474+91.3% | $133,971+16.3% | $73,493+112.1% |
| Participation rate | 82.7% | 76.4%+6.3pp | 79.8%+2.8pp | 70.7%+12.0pp |
| Annual return | 17.24% | 19.40%-2.2pp | 45.09%-27.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $7,874 | $2,209+256.4% | $3,919+100.9% | $2,270+246.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $203 | $713-71.5% | $8,929-97.7% | $513-60.4% |