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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $29,648 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,303 | $86,655+111.5% | $119,622+53.2% | $66,938+173.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 17.26% | -8.00%+25.3pp | -14.98%+32.2pp | 1.58%+15.7pp |
| Employer contribution / active EE | $14,205 | $2,536+460.1% | $4,232+235.6% | $2,545+458.1% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $119 | $755-84.2% | $10,328-98.8% | $594-79.9% |