Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,289 |
Filed as: JP MORGAN CHASE Service code 10 PO BOX 29779 · NEW YORK, NY 100879779 | Accounting | $22,223 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,921 | $45,050+115.1% | $63,018+53.8% | $70,126+38.2% |
| Participation rate | 93.2% | 69.5%+23.7pp | 74.8%+18.4pp | 69.5%+23.6pp |
| Annual return | 12.98% | 18.76%-5.8pp | 87.62%-74.6pp | 73.15%-60.2pp |
| Employer contribution / active EE | $10,157 | $2,052+395.0% | $2,761+267.9% | $2,343+333.6% |
| Participant deferral / active EE | $2,938 | $2,466+19.2% | $3,330-11.7% | $3,332-11.8% |
| Admin fee / account holder | $127 | $2,834-95.5% | $3,601-96.5% | $4,645-97.3% |