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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $10,577 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,449 | $83,045+176.3% | $130,026+76.5% | $71,495+220.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 32.86% | 20.61%+12.3pp | -137.26%+170.1pp | 28.85%+4.0pp |
| Employer contribution / active EE | $13,736 | $2,623+423.6% | $4,321+217.9% | $2,589+430.5% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $46 | $1,727-97.3% | $10,608-99.6% | $1,588-97.1% |